TrueWealth LLC’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $9K | Sell |
226
-176
| -44% | -$7.01K | ﹤0.01% | 477 |
|
|
2020
Q1 | $15K | Hold |
402
| – | – | 0.01% | 396 |
|
|
2019
Q4 | $16K | Hold |
402
| – | – | 0.01% | 403 |
|
|
2019
Q3 | $14K | Hold |
402
| – | – | 0.01% | 410 |
|
|
2019
Q2 | $13K | Hold |
402
| – | – | 0.01% | 425 |
|
|
2019
Q1 | $12K | Hold |
402
| – | – | 0.01% | 430 |
|
|
2018
Q4 | $11K | Hold |
402
| – | – | 0.01% | 423 |
|
|
2018
Q3 | $12K | Hold |
402
| – | – | 0.01% | 447 |
|
|
2018
Q2 | $11K | Hold |
402
| – | – | 0.01% | 465 |
|
|
2018
Q1 | $10K | Hold |
402
| – | – | 0.01% | 447 |
|
|
2017
Q4 | $10K | Buy |
+402
| New | +$10K | ﹤0.01% | 500 |
|