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 |
|