Wealthfront’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-634
| Closed | -$10K | – | 383 |
|
|
2015
Q3 | $10K | Buy |
634
+12
| +2% | +$189 | ﹤0.01% | 952 |
|
|
2015
Q2 | $10K | Buy |
622
+284
| +84% | +$4.57K | ﹤0.01% | 822 |
|
|
2015
Q1 | $6K | Buy |
338
+334
| +8,350% | +$5.93K | ﹤0.01% | 736 |
|
|
2014
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 706 |
|