OAM
Optimal Asset Management’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-30,000
| Closed | -$1.91M | – | 398 |
|
|
2020
Q2 | $1.91M | Sell |
30,000
-83,200
| -73% | -$5.3M | 0.31% | 116 |
|
|
2020
Q1 | $6.28K | Buy |
113,200
+35,600
| +46% | +$1.98K | 0.59% | 31 |
|
|
2019
Q4 | $5.25M | Buy |
+77,600
| New | +$5.25M | 0.8% | 15 |
|