OptiFour Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $320K | Hold |
5,096
| – | – | 0.22% | 52 |
|
|
2019
Q3 | $304K | Hold |
5,096
| – | – | 0.22% | 53 |
|
|
2019
Q2 | $280K | Sell |
5,096
-5,096
| -50% | -$280K | 0.2% | 59 |
|
|
2019
Q1 | $522K | Hold |
10,192
| – | – | 0.43% | 23 |
|
|
2018
Q4 | $483K | Hold |
10,192
| – | – | 0.44% | 23 |
|
|
2018
Q3 | $518K | Hold |
10,192
| – | – | 0.43% | 29 |
|
|
2018
Q2 | $498K | Hold |
10,192
| – | – | 0.43% | 27 |
|
|
2018
Q1 | $544K | Sell |
10,192
-2,548
| -20% | -$136K | 0.45% | 29 |
|
|
2017
Q4 | $685K | Buy |
+12,740
| New | +$685K | 0.57% | 23 |
|