Beacon Pointe Advisors’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,159
| Closed | -$207K | – | 1148 |
|
|
2022
Q4 | $207K | Buy |
+3,159
| New | +$207K | ﹤0.01% | 988 |
|
|
2022
Q3 | – | Sell |
-3,151
| Closed | -$221K | – | 1005 |
|
|
2022
Q2 | $221K | Buy |
3,151
+67
| +2% | +$4.7K | ﹤0.01% | 938 |
|
|
2022
Q1 | $207K | Buy |
3,084
+4
| +0.1% | +$268 | ﹤0.01% | 1116 |
|
|
2021
Q4 | $224K | Buy |
3,080
+57
| +2% | +$4.15K | 0.01% | 839 |
|
|
2021
Q3 | $203K | Buy |
+3,023
| New | +$203K | 0.01% | 851 |
|
|
2019
Q4 | – | Sell |
-3,541
| Closed | -$223K | – | 218 |
|
|
2019
Q3 | $223K | Buy |
+3,541
| New | +$223K | 0.1% | 157 |
|