Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,296
| Closed | -$169K | – | 537 |
|
|
2020
Q4 | $169K | Buy |
+2,296
| New | +$169K | 0.02% | 429 |
|
|
2018
Q2 | – | Sell |
-2,115
| Closed | -$115K | – | 274 |
|
|
2018
Q1 | $115K | Sell |
2,115
-529
| -20% | -$28.8K | 0.04% | 218 |
|
|
2017
Q4 | $143K | Hold |
2,644
| – | – | 0.05% | 169 |
|
|
2017
Q3 | $118K | Buy |
+2,644
| New | +$118K | 0.04% | 244 |
|