OptiFour Integrated Wealth Management’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 |
-4,048
| Closed | -$214K | – | 79 |
|
|
2019
Q1 | $214K | Buy |
+4,048
| New | +$214K | 0.17% | 48 |
|
|
2018
Q4 | – | Sell |
-4,048
| Closed | -$205K | – | 47 |
|
|
2018
Q3 | $205K | Buy |
+4,048
| New | +$205K | 0.17% | 54 |
|
|
2018
Q2 | – | Sell |
-4,048
| Closed | -$220K | – | 55 |
|
|
2018
Q1 | $220K | Buy |
+4,048
| New | +$220K | 0.18% | 56 |
|