IPW
IronBridge Private Wealth’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-70,357
| Closed | -$4.94M | – | 66 |
|
|
2021
Q4 | $4.94M | Sell |
70,357
-11,064
| -14% | -$777K | 2.57% | 19 |
|
|
2021
Q3 | $4.52M | Buy |
81,421
+9,911
| +14% | +$550K | 2.43% | 16 |
|
|
2021
Q2 | $3.8M | Sell |
71,510
-6,973
| -9% | -$371K | 2.24% | 21 |
|
|
2021
Q1 | $3.59M | Buy |
78,483
+25,574
| +48% | +$1.17M | 2.28% | 22 |
|
|
2020
Q4 | $2.51M | Buy |
+52,909
| New | +$2.51M | 1.85% | 23 |
|