Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-275
| Closed | -$18.7K | – | 133 |
|
|
2023
Q2 | $18.7K | Hold |
275
| – | – | 0.02% | 306 |
|
|
2023
Q1 | $17.9K | Hold |
275
| – | – | 0.02% | 311 |
|
|
2022
Q4 | $18.1K | Hold |
275
| – | – | 0.02% | 301 |
|
|
2022
Q3 | $18K | Hold |
275
| – | – | 0.02% | 295 |
|
|
2022
Q2 | $19K | Hold |
275
| – | – | 0.02% | 302 |
|
|
2022
Q1 | $17K | Hold |
275
| – | – | 0.01% | 340 |
|
|
2021
Q4 | $19K | Buy |
+275
| New | +$19K | 0.02% | 339 |
|