Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,088
| Closed | -$60K | – | 295 |
|
|
2019
Q2 | $60K | Buy |
1,088
+38
| +4% | +$2.1K | 0.02% | 318 |
|
|
2019
Q1 | $54K | Hold |
1,050
| – | – | 0.02% | 319 |
|
|
2018
Q4 | $50K | Hold |
1,050
| – | – | 0.02% | 293 |
|
|
2018
Q3 | $53K | Hold |
1,050
| – | – | 0.02% | 335 |
|
|
2018
Q2 | $51K | Hold |
1,050
| – | – | 0.02% | 347 |
|
|
2018
Q1 | $56K | Sell |
1,050
-263
| -20% | -$14K | 0.02% | 310 |
|
|
2017
Q4 | $71K | Hold |
1,313
| – | – | 0.02% | 273 |
|
|
2017
Q3 | $58K | Hold |
1,313
| – | – | 0.02% | 348 |
|
|
2017
Q2 | $54K | Buy |
1,313
+449
| +52% | +$18.5K | 0.02% | 364 |
|
|
2017
Q1 | $38K | Sell |
864
-154
| -15% | -$6.77K | 0.02% | 446 |
|
|
2016
Q4 | $38K | Buy |
+1,018
| New | +$38K | 0.02% | 308 |
|
|
2016
Q3 | – | Sell |
-1,170
| Closed | -$49K | – | 1088 |
|
|
2016
Q2 | $49K | Buy |
+1,170
| New | +$49K | 0.03% | 271 |
|