Girard Partners’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-437
| Closed | -$22K | – | 296 |
|
2018
Q3 | $22K | Buy |
+437
| New | +$22K | ﹤0.01% | 587 |
|
2017
Q1 | – | Sell |
-7,369
| Closed | -$212K | – | 232 |
|
2016
Q4 | $212K | Sell |
7,369
-156
| -2% | -$4.49K | 0.06% | 204 |
|
2016
Q3 | $228K | Hold |
7,525
| – | – | 0.08% | 184 |
|
2016
Q2 | $240K | Buy |
+7,525
| New | +$240K | 0.09% | 170 |
|