Marino Stram & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-987
| Closed | -$52K | – | 128 |
|
|
2019
Q1 | $52K | Hold |
987
| – | – | 0.04% | 155 |
|
|
2018
Q4 | $47K | Hold |
987
| – | – | 0.04% | 153 |
|
|
2018
Q3 | $50K | Sell |
987
-332
| -25% | -$16.8K | 0.04% | 168 |
|
|
2018
Q2 | $65K | Hold |
1,319
| – | – | 0.06% | 145 |
|
|
2018
Q1 | $72K | Sell |
1,319
-322
| -20% | -$17.6K | 0.07% | 143 |
|
|
2017
Q4 | $72K | Buy |
+1,641
| New | +$72K | 0.07% | 142 |
|