Shine Investment Advisory Services’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $30K | Sell |
661
-459
| -41% | -$20.8K | 0.01% | 384 |
|
|
2020
Q2 | $46K | Hold |
1,120
| – | – | 0.02% | 307 |
|
|
2020
Q1 | $41K | Hold |
1,120
| – | – | 0.02% | 299 |
|
|
2019
Q4 | $44K | Hold |
1,120
| – | – | 0.02% | 348 |
|
|
2019
Q3 | $40K | Hold |
1,120
| – | – | 0.02% | 346 |
|
|
2019
Q2 | $38K | Hold |
1,120
| – | – | 0.02% | 355 |
|
|
2019
Q1 | $33K | Hold |
1,120
| – | – | 0.02% | 379 |
|
|
2018
Q4 | $31K | Hold |
1,120
| – | – | 0.02% | 353 |
|
|
2018
Q3 | $33K | Hold |
1,120
| – | – | 0.02% | 375 |
|
|
2018
Q2 | $31K | Hold |
1,120
| – | – | 0.02% | 385 |
|
|
2018
Q1 | $28K | Sell |
1,120
-430
| -28% | -$10.8K | 0.01% | 403 |
|
|
2017
Q4 | $40K | Hold |
1,550
| – | – | 0.02% | 341 |
|
|
2017
Q3 | $37K | Buy |
1,550
+1,120
| +260% | +$26.7K | 0.02% | 349 |
|
|
2017
Q2 | $9K | Buy |
+430
| New | +$9K | ﹤0.01% | 530 |
|