Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6
| Closed | -$408 | – | 261 |
|
|
2023
Q2 | $408 | Hold |
6
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q1 | $391 | Hold |
6
| – | – | ﹤0.01% | 1306 |
|
|
2022
Q4 | $395 | Sell |
6
-2
| -25% | -$132 | ﹤0.01% | 1266 |
|
|
2022
Q3 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 800 |
|
|
2022
Q2 | $0 | Buy |
7
+3
| +75% | – | ﹤0.01% | 1271 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1342 |
|