Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $56K | Buy |
854
+49
| +6% | +$3.21K | 0.01% | 628 |
|
|
2021
Q2 | $59K | Hold |
805
| – | – | 0.01% | 520 |
|
|
2021
Q1 | $55K | Sell |
805
-9
| -1% | -$615 | 0.01% | 442 |
|
|
2020
Q4 | $64K | Sell |
814
-222
| -21% | -$17.5K | 0.02% | 343 |
|
|
2020
Q3 | $77K | Sell |
1,036
-86
| -8% | -$6.39K | 0.02% | 262 |
|
|
2020
Q2 | $71K | Sell |
1,122
-599
| -35% | -$37.9K | 0.02% | 272 |
|
|
2020
Q1 | $94K | Buy |
1,721
+303
| +21% | +$16.6K | 0.03% | 204 |
|
|
2019
Q4 | $95K | Hold |
1,418
| – | – | 0.03% | 224 |
|
|
2019
Q3 | $88K | Sell |
1,418
-110
| -7% | -$6.83K | 0.03% | 222 |
|
|
2019
Q2 | $83K | Buy |
1,528
+30
| +2% | +$1.63K | 0.03% | 228 |
|
|
2019
Q1 | $78K | Buy |
1,498
+157
| +12% | +$8.18K | 0.03% | 222 |
|
|
2018
Q4 | $63K | Buy |
+1,341
| New | +$63K | 0.02% | 229 |
|