Landmark Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,300
| Closed | -$311K | – | 68 |
|
|
2020
Q4 | $311K | Hold |
4,300
| – | – | 0.18% | 56 |
|
|
2020
Q3 | $297K | Sell |
4,300
-1,670
| -28% | -$115K | 0.19% | 53 |
|
|
2020
Q2 | $349K | Hold |
5,970
| – | – | 0.23% | 51 |
|
|
2020
Q1 | $346K | Hold |
5,970
| – | – | 0.24% | 48 |
|
|
2019
Q4 | $404K | Hold |
5,970
| – | – | 0.24% | 43 |
|
|
2019
Q3 | $356K | Sell |
5,970
-300
| -5% | -$17.9K | 0.22% | 42 |
|
|
2019
Q2 | $344K | Hold |
6,270
| – | – | 0.21% | 41 |
|
|
2019
Q1 | $320K | Hold |
6,270
| – | – | 0.21% | 43 |
|
|
2018
Q4 | $297K | Hold |
6,270
| – | – | 0.19% | 45 |
|
|
2018
Q3 | $318K | Buy |
+6,270
| New | +$318K | 0.19% | 50 |
|