Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-150
| Closed | -$9.86K | – | 3319 |
|
|
2022
Q4 | $9.86K | Hold |
150
| – | – | ﹤0.01% | 2542 |
|
|
2022
Q3 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 2519 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$10K | – | 2658 |
|
|
2020
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1848 |
|
|
2019
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 1936 |
|
|
2019
Q3 | $11K | Sell |
200
-500
| -71% | -$27.5K | ﹤0.01% | 1933 |
|
|
2019
Q2 | $38K | Buy |
+700
| New | +$38K | ﹤0.01% | 1435 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$10K | – | 901 |
|
|
2018
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1862 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 1729 |
|
|
2018
Q1 | $10K | Sell |
200
-50
| -20% | -$2.5K | ﹤0.01% | 1563 |
|
|
2017
Q4 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 1265 |
|