Orser Capital Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-7,600
| Closed | -$299K | – | 58 |
|
2019
Q4 | $299K | Hold |
7,600
| – | – | 0.29% | 65 |
|
2019
Q3 | $276K | Hold |
7,600
| – | – | 0.32% | 56 |
|
2019
Q2 | $255K | Hold |
7,600
| – | – | 0.26% | 58 |
|
2019
Q1 | $224K | Hold |
7,600
| – | – | 0.25% | 64 |
|
2018
Q4 | $214K | Hold |
7,600
| – | – | 0.25% | 66 |
|
2018
Q3 | $214K | Hold |
7,600
| – | – | 0.21% | 77 |
|
2018
Q2 | $218K | Hold |
7,600
| – | – | 0.19% | 87 |
|
2018
Q1 | $209K | Hold |
7,600
| – | – | 0.19% | 91 |
|
2017
Q4 | $200K | Buy |
+7,600
| New | +$200K | 0.18% | 100 |
|