Arkadios Wealth Advisors’s Brown-Forman Class A BF.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-516
| Closed | -$32K | – | 687 |
|
|
2021
Q3 | $32K | Hold |
516
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q2 | $36K | Hold |
516
| – | – | ﹤0.01% | 1041 |
|
|
2021
Q1 | $32K | Hold |
516
| – | – | 0.01% | 815 |
|
|
2020
Q4 | $37K | Hold |
516
| – | – | 0.01% | 614 |
|
|
2020
Q3 | $35.4K | Hold |
516
| – | – | 0.02% | 477 |
|
|
2020
Q2 | $31.3K | Hold |
516
| – | – | 0.02% | 459 |
|
|
2020
Q1 | $26.5K | Hold |
516
| – | – | 0.02% | 432 |
|
|
2019
Q4 | $34.8K | Buy |
+516
| New | +$34.8K | 0.02% | 364 |
|