Truvvo Partners’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-8,000
Closed -$206K 99
2017
Q4
$206K Sell
8,000
-798
-9% -$20.5K 0.07% 122
2017
Q3
$212K Sell
8,798
-3,378
-28% -$81.4K 0.07% 123
2017
Q2
$265K Buy
+12,176
New +$265K 0.1% 119