Heritage Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-67
| Closed | -$5K | – | 533 |
|
|
2021
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 478 |
|
|
2021
Q3 | $4.2K | Buy |
+67
| New | +$4.2K | ﹤0.01% | 481 |
|
|
2021
Q2 | – | Sell |
-67
| Closed | -$4.27K | – | 565 |
|
|
2021
Q1 | $4.27K | Sell |
67
-66
| -50% | -$4.2K | ﹤0.01% | 508 |
|
|
2020
Q4 | $10K | Buy |
133
+66
| +99% | +$4.96K | ﹤0.01% | 450 |
|
|
2020
Q3 | $4.6K | Buy |
+67
| New | +$4.6K | ﹤0.01% | 428 |
|