Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $302 | Sell |
8
-21
| -72% | -$793 | ﹤0.01% | 3459 |
|
|
2024
Q3 | $1.39K | Buy |
29
+2
| +7% | +$96 | ﹤0.01% | 3041 |
|
|
2024
Q2 | $1.19K | Buy |
+27
| New | +$1.19K | ﹤0.01% | 3116 |
|
|
2024
Q1 | – | Sell |
-65
| Closed | -$3.69K | – | 3390 |
|
|
2023
Q4 | $3.69K | Sell |
65
-14
| -18% | -$795 | ﹤0.01% | 2445 |
|
|
2023
Q3 | $4.61K | Hold |
79
| – | – | ﹤0.01% | 2222 |
|
|
2023
Q2 | $5.38K | Hold |
79
| – | – | ﹤0.01% | 2171 |
|
|
2023
Q1 | $5.15K | Buy |
+79
| New | +$5.15K | ﹤0.01% | 2146 |
|