Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-308
| Closed | -$19K | – | 728 |
|
|
2019
Q3 | $19K | Sell |
308
-240
| -44% | -$14.8K | 0.01% | 462 |
|
|
2019
Q2 | $30K | Hold |
548
| – | – | 0.01% | 400 |
|
|
2019
Q1 | $29K | Buy |
548
+88
| +19% | +$4.66K | 0.01% | 407 |
|
|
2018
Q4 | $22K | Hold |
460
| – | – | 0.01% | 420 |
|
|
2018
Q3 | $23K | Buy |
460
+133
| +41% | +$6.65K | 0.01% | 427 |
|
|
2018
Q2 | $16K | Hold |
327
| – | – | 0.01% | 476 |
|
|
2018
Q1 | $18K | Sell |
327
-262
| -44% | -$14.4K | 0.01% | 467 |
|
|
2017
Q4 | $26K | Hold |
589
| – | – | 0.01% | 410 |
|
|
2017
Q3 | $20K | Buy |
+589
| New | +$20K | 0.01% | 449 |
|