Motive Wealth Advisors’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 |
-3,673
| Closed | -$222K | – | 60 |
|
|
2022
Q3 | $222K | Sell |
3,673
-18,623
| -84% | -$1.13M | 0.18% | 54 |
|
|
2022
Q2 | $1.3M | Sell |
22,296
-18
| -0.1% | -$1.05K | 1.03% | 19 |
|
|
2022
Q1 | $1.61M | Sell |
22,314
-986
| -4% | -$71.3K | 1.11% | 20 |
|
|
2021
Q4 | $1.64M | Sell |
23,300
-783
| -3% | -$55K | 0.99% | 24 |
|
|
2021
Q3 | $1.34M | Buy |
24,083
+3,214
| +15% | +$178K | 0.9% | 25 |
|
|
2021
Q2 | $1.11M | Buy |
+20,869
| New | +$1.11M | 0.79% | 29 |
|