Mosaic Family Wealth’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,797
| Closed | -$112K | – | 223 |
|
|
2019
Q1 | $112K | Hold |
3,797
| – | – | 0.05% | 218 |
|
|
2018
Q4 | $105K | Buy |
3,797
+45
| +1% | +$1.24K | 0.04% | 216 |
|
|
2018
Q3 | $108K | Buy |
3,752
+2,772
| +283% | +$79.8K | 0.04% | 211 |
|
|
2018
Q2 | $27K | Buy |
980
+400
| +69% | +$11K | 0.01% | 411 |
|
|
2018
Q1 | $15K | Buy |
+580
| New | +$15K | 0.01% | 471 |
|
|
2017
Q4 | – | Sell |
-8,520
| Closed | -$205K | – | 705 |
|
|
2017
Q3 | $205K | Buy |
8,520
+104
| +1% | +$2.5K | 0.08% | 179 |
|
|
2017
Q2 | $181K | Buy |
8,416
+470
| +6% | +$10.1K | 0.08% | 185 |
|
|
2017
Q1 | $166K | Buy |
7,946
+230
| +3% | +$4.81K | 0.07% | 195 |
|
|
2016
Q4 | $173K | Hold |
7,716
| – | – | 0.08% | 179 |
|
|
2016
Q3 | $145K | Buy |
7,716
+758
| +11% | +$14.2K | 0.07% | 205 |
|
|
2016
Q2 | $131K | Buy |
6,958
+1,472
| +27% | +$27.7K | 0.06% | 201 |
|
|
2016
Q1 | $98K | Buy |
5,486
+1,832
| +50% | +$32.7K | 0.05% | 239 |
|
|
2015
Q4 | $58K | Buy |
+3,654
| New | +$58K | 0.03% | 297 |
|