Palo Capital’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-24,069
| Closed | -$692K | – | 128 |
|
2016
Q4 | $692K | Buy |
24,069
+4,683
| +24% | +$135K | 0.44% | 79 |
|
2016
Q3 | $589K | Sell |
19,386
-3,420
| -15% | -$104K | 0.41% | 77 |
|
2016
Q2 | $728K | Buy |
22,806
+13,084
| +135% | +$418K | 0.25% | 100 |
|
2016
Q1 | $306K | Buy |
+9,722
| New | +$306K | 0.24% | 100 |
|