Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-278
| Closed | -$20K | – | 555 |
|
|
2022
Q2 | $20K | Hold |
278
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q1 | $19K | Sell |
278
-168
| -38% | -$11.5K | ﹤0.01% | 1101 |
|
|
2021
Q4 | $32K | Hold |
446
| – | – | 0.01% | 1028 |
|
|
2021
Q3 | $30K | Sell |
446
-3
| -0.7% | -$202 | 0.01% | 1040 |
|
|
2021
Q2 | $34K | Sell |
449
-10
| -2% | -$757 | 0.01% | 969 |
|
|
2021
Q1 | $32K | Hold |
459
| – | – | 0.01% | 923 |
|
|
2020
Q4 | $36K | Hold |
459
| – | – | 0.01% | 786 |
|
|
2020
Q3 | $35K | Hold |
459
| – | – | 0.01% | 623 |
|
|
2020
Q2 | $29K | Sell |
459
-112
| -20% | -$7.08K | 0.01% | 646 |
|
|
2020
Q1 | $32K | Buy |
+571
| New | +$32K | 0.01% | 542 |
|