DPA
Delphi Private Advisors’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,062
| Closed | -$54K | – | 50 |
|
|
2018
Q3 | $54K | Hold |
1,062
| – | – | 0.18% | 31 |
|
|
2018
Q2 | $52K | Hold |
1,062
| – | – | 0.17% | 34 |
|
|
2018
Q1 | $58K | Buy |
1,062
+212
| +25% | +$11.6K | 0.23% | 32 |
|
|
2017
Q4 | $58K | Hold |
850
| – | – | 0.14% | 68 |
|
|
2017
Q3 | $46K | Hold |
850
| – | – | 0.13% | 35 |
|
|
2017
Q2 | $41K | Sell |
850
-70
| -8% | -$3.38K | 0.08% | 45 |
|
|
2017
Q1 | $42K | Hold |
920
| – | – | 0.08% | 38 |
|
|
2016
Q4 | $41K | Hold |
920
| – | – | 0.07% | 52 |
|
|
2016
Q3 | $44K | Buy |
920
+446
| +94% | +$21.3K | 0.08% | 38 |
|
|
2016
Q2 | $47K | Hold |
474
| – | – | 0.09% | 45 |
|
|
2016
Q1 | $47K | Hold |
474
| – | – | 0.08% | 46 |
|
|
2015
Q4 | $47K | Buy |
+474
| New | +$47K | 0.08% | 53 |
|