CLA (CliftonLarsonAllen) Wealth Advisors’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-24,808
| Closed | -$862K | – | 127 |
|
|
2017
Q3 | $862K | Buy |
24,808
+558
| +2% | +$19.4K | 0.09% | 102 |
|
|
2017
Q2 | $754K | Buy |
24,250
+1,683
| +7% | +$52.3K | 0.08% | 106 |
|
|
2017
Q1 | $667K | Buy |
22,567
+6,369
| +39% | +$188K | 0.07% | 112 |
|
|
2016
Q4 | $466K | Buy |
+16,198
| New | +$466K | 0.05% | 117 |
|