Valeo Financial Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10
| Closed | – | – | 630 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1931 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q3 | $0 | Sell |
10
-208
| -95% | – | ﹤0.01% | 1596 |
|
|
2020
Q2 | $9K | Buy |
218
+41
| +23% | +$1.69K | ﹤0.01% | 1235 |
|
|
2020
Q1 | $7K | Sell |
177
-266
| -60% | -$10.5K | ﹤0.01% | 1143 |
|
|
2019
Q4 | $17K | Buy |
443
+254
| +134% | +$9.75K | ﹤0.01% | 938 |
|
|
2019
Q3 | $7K | Hold |
189
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q2 | $6K | Hold |
189
| – | – | ﹤0.01% | 1136 |
|
|
2019
Q1 | $6K | Hold |
189
| – | – | ﹤0.01% | 1078 |
|
|
2018
Q4 | $5K | Buy |
189
+13
| +7% | +$344 | ﹤0.01% | 1053 |
|
|
2018
Q3 | $5K | Buy |
176
+12
| +7% | +$341 | ﹤0.01% | 1168 |
|
|
2018
Q2 | $5K | Buy |
164
+28
| +21% | +$854 | ﹤0.01% | 1116 |
|
|
2018
Q1 | $3K | Hold |
136
| – | – | ﹤0.01% | 1238 |
|
|
2017
Q4 | $3K | Buy |
136
+88
| +183% | +$1.94K | ﹤0.01% | 1100 |
|
|
2017
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1071 |
|