TrueWealth LLC’s Brown & Brown BRO Stock Holding History

TrueWealth LLC’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$9K	Sell
2020 Q1	$15K	Hold
2019 Q4	$16K	Hold
2019 Q3	$14K	Hold
2019 Q2	$13K	Hold
2019 Q1	$12K	Hold
2018 Q4	$11K	Hold
2018 Q3	$12K	Hold
2018 Q2	$11K	Hold
2018 Q1	$10K	Hold
2017 Q4	$10K	Buy