First Foundation Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,034
| Closed | -$379K | – | 341 |
|
|
2019
Q4 | $379K | Buy |
6,034
+17
| +0.3% | +$1.07K | 0.02% | 270 |
|
|
2019
Q3 | $360K | Buy |
6,017
+18
| +0.3% | +$1.08K | 0.02% | 264 |
|
|
2019
Q2 | $330K | Buy |
5,999
+19
| +0.3% | +$1.05K | 0.02% | 262 |
|
|
2019
Q1 | $306K | Buy |
5,980
+22
| +0.4% | +$1.13K | 0.02% | 263 |
|
|
2018
Q4 | $283K | Buy |
+5,958
| New | +$283K | 0.02% | 318 |
|