WBI Investments’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-71,076
Closed -$1.97M 253
2018
Q2
$1.97M Sell
71,076
-1,822
-2% -$50.5K 0.1% 128
2018
Q1
$1.86M Sell
72,898
-126,624
-63% -$3.22M 0.1% 111
2017
Q4
$5.13M Sell
199,522
-8,324
-4% -$214K 0.24% 82
2017
Q3
$5.01M Sell
207,846
-1,928
-0.9% -$46.5K 0.22% 78
2017
Q2
$4.52M Buy
209,774
+100,052
+91% +$2.15M 0.2% 93
2017
Q1
$2.29M Buy
+109,722
New +$2.29M 0.1% 146