Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,683
| Closed | -$566K | – | 674 |
|
|
2015
Q4 | $566K | Sell |
12,683
-62
| -0.5% | -$2.77K | 0.08% | 326 |
|
|
2015
Q3 | $546K | Sell |
12,745
-13
| -0.1% | -$557 | 0.07% | 341 |
|
|
2015
Q2 | $574K | Sell |
12,758
-187
| -1% | -$8.41K | 0.07% | 331 |
|
|
2015
Q1 | $403K | Buy |
12,945
+782
| +6% | +$24.3K | 0.12% | 240 |
|
|
2014
Q4 | $424K | Buy |
+12,163
| New | +$424K | 0.06% | 363 |
|