Altium Wealth Management’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,452
| Closed | -$303K | – | 330 |
|
|
2020
Q1 | $303K | Sell |
5,452
-58
| -1% | -$3.22K | 0.04% | 209 |
|
|
2019
Q4 | $372K | Hold |
5,510
| – | – | 0.04% | 196 |
|
|
2019
Q3 | $346K | Buy |
5,510
+154
| +3% | +$9.67K | 0.05% | 200 |
|
|
2019
Q2 | $297K | Hold |
5,356
| – | – | 0.04% | 217 |
|
|
2019
Q1 | $283K | Sell |
5,356
-37
| -0.7% | -$1.96K | 0.05% | 219 |
|
|
2018
Q4 | $257K | Buy |
5,393
+3
| +0.1% | +$143 | 0.05% | 227 |
|
|
2018
Q3 | $272K | Sell |
5,390
-236
| -4% | -$11.9K | 0.05% | 228 |
|
|
2018
Q2 | $276K | Buy |
+5,626
| New | +$276K | 0.07% | 195 |
|