KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $466K | Buy |
16,147
+175
| +1% | +$5.05K | 0.07% | 284 |
|
|
2014
Q2 | $481K | Buy |
15,972
+494
| +3% | +$14.9K | 0.07% | 283 |
|
|
2014
Q1 | $444K | Buy |
15,478
+947
| +7% | +$27.2K | 0.07% | 287 |
|
|
2013
Q4 | $351K | Buy |
14,531
+1,506
| +12% | +$36.4K | 0.06% | 338 |
|
|
2013
Q3 | $284K | Buy |
13,025
+3
| +0% | +$65 | 0.07% | 300 |
|
|
2013
Q2 | $281K | Buy |
+13,022
| New | +$281K | 0.08% | 277 |
|