Magnus Financial Group’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-5,921
| Closed | -$281K | – | 246 |
|
2020
Q4 | $281K | Buy |
5,921
+1,263
| +27% | +$59.9K | 0.03% | 225 |
|
2020
Q3 | $211K | Sell |
4,658
-4,301
| -48% | -$195K | 0.02% | 258 |
|
2020
Q2 | $365K | Buy |
8,959
+1,317
| +17% | +$53.7K | 0.04% | 260 |
|
2020
Q1 | $277K | Buy |
7,642
+152
| +2% | +$5.51K | 0.04% | 306 |
|
2019
Q4 | $296K | Hold |
7,490
| – | – | 0.04% | 305 |
|
2019
Q3 | $270K | Hold |
7,490
| – | – | 0.05% | 302 |
|
2019
Q2 | $251K | Hold |
7,490
| – | – | 0.05% | 345 |
|
2019
Q1 | $221K | Hold |
7,490
| – | – | 0.05% | 387 |
|
2018
Q4 | $206K | Buy |
+7,490
| New | +$206K | 0.05% | 354 |
|