J.P. Morgan Private Wealth Advisors’s Brown-Forman Class A BF.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,050
| Closed | -$207K | – | 1382 |
|
|
2019
Q1 | $207K | Buy |
+4,050
| New | +$207K | ﹤0.01% | 1366 |
|
|
2018
Q4 | – | Sell |
-4,050
| Closed | -$206K | – | 1456 |
|
|
2018
Q3 | $206K | Buy |
+4,050
| New | +$206K | ﹤0.01% | 1464 |
|
|
2018
Q2 | – | Sell |
-4,050
| Closed | -$216K | – | 1464 |
|
|
2018
Q1 | $216K | Sell |
4,050
-1,800
| -31% | -$96K | ﹤0.01% | 1163 |
|
|
2017
Q4 | $314K | Hold |
5,850
| – | – | ﹤0.01% | 1042 |
|
|
2017
Q3 | $261K | Hold |
5,850
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q2 | $231K | Sell |
5,850
-2,000
| -25% | -$79K | ﹤0.01% | 1104 |
|
|
2017
Q1 | $296K | Hold |
7,850
| – | – | ﹤0.01% | 1072 |
|
|
2016
Q4 | $290K | Buy |
7,850
+1,912
| +32% | +$70.6K | ﹤0.01% | 1010 |
|
|
2016
Q3 | $236K | Buy |
+5,938
| New | +$236K | ﹤0.01% | 1082 |
|