CSat Investment Advisory’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
Q1 | $60K | Buy |
869
+320
| +58% | +$22.1K | 0.05% | 153 |
|
2020
Q4 | $44K | Sell |
549
-663
| -55% | -$53.1K | 0.04% | 169 |
|
2020
Q3 | $91K | Sell |
1,212
-58
| -5% | -$4.36K | 0.01% | 500 |
|
2020
Q2 | $81K | Buy |
1,270
+84
| +7% | +$5.36K | 0.01% | 545 |
|
2020
Q1 | $65K | Buy |
1,186
+82
| +7% | +$4.49K | 0.01% | 453 |
|
2019
Q4 | $75K | Buy |
1,104
+127
| +13% | +$8.63K | 0.02% | 446 |
|
2019
Q3 | $61K | Sell |
977
-108
| -10% | -$6.74K | 0.02% | 434 |
|
2019
Q2 | $60K | Buy |
1,085
+399
| +58% | +$22.1K | 0.02% | 415 |
|
2019
Q1 | $36K | Buy |
686
+8
| +1% | +$420 | 0.02% | 193 |
|
2018
Q4 | $32K | Buy |
678
+259
| +62% | +$12.2K | 0.02% | 188 |
|
2018
Q3 | $21K | Buy |
419
+184
| +78% | +$9.22K | 0.01% | 214 |
|
2018
Q2 | $12K | Buy |
+235
| New | +$12K | 0.01% | 296 |
|