Heartland Bank & Trust’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,155
| Closed | -$614K | – | 127 |
|
|
2022
Q3 | $614K | Sell |
10,155
-263
| -3% | -$15.9K | 0.59% | 52 |
|
|
2022
Q2 | $608K | Buy |
10,418
+361
| +4% | +$21.1K | 0.54% | 65 |
|
|
2022
Q1 | $727K | Buy |
10,057
+1,593
| +19% | +$115K | 0.55% | 60 |
|
|
2021
Q4 | $595K | Buy |
+8,464
| New | +$595K | 0.44% | 68 |
|