Wealthspire Advisors (Maryland)’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,128	Closed	-$33K	–	682
2019 Q1	$33K	Sell	1,128 -359	-24%	-$10.3K	﹤0.01%	1063
2018 Q4	$41K	Sell	1,487 -891	-37%	-$25.2K	﹤0.01%	939
2018 Q3	$70K	Sell	2,378 -2,179	-48%	-$64.8K	0.01%	832
2018 Q2	$126K	Buy	4,557 +659	+17%	+$17.9K	0.01%	609
2018 Q1	$99K	Hold	3,898	–	–	0.01%	719
2017 Q4	$100K	Sell	3,898 -160	-4%	-$4.02K	0.01%	714
2017 Q3	$98K	Sell	4,058 -1,444	-26%	-$32.4K	0.01%	717
2017 Q2	$118K	Sell	5,502 -80	-1%	-$1.72K	0.01%	631
2017 Q1	$116K	Sell	5,582 -396	-7%	-$8.57K	0.02%	549
2016 Q4	$134K	Sell	5,978 -1,018	-15%	-$20.7K	0.02%	486
2016 Q3	$132K	Buy	6,996 +142	+2%	+$2.63K	0.02%	493
2016 Q2	$128K	Buy	6,854 +2,646	+63%	+$47K	0.02%	481
2016 Q1	$75K	Buy	4,208 +3,288	+357%	+$52.8K	0.01%	599
2015 Q4	$15K	Buy	+920	New	+$14.7K	﹤0.01%	1064