Tower View Wealth Management’s Brighthouse Financial Series B Preferred Stock BHFAO Stock Holding History

Tower View Wealth Management’s Portfolio BHFAO Stock Details BHFAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,015	Closed	-$29K	–	223
2021 Q2	$29K	Buy	1,015 +15	+2%	+$424	0.01%	107
2021 Q1	$28K	Hold	1,000	–	–	0.02%	110
2020 Q4	$28K	Buy	+1,000	New	+$27.6K	0.02%	110

Other funds holding BHFAO

ARMC

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Tower View Wealth Management's BHFAO Position: Q3 2021 in Review

Tower View Wealth Management sold out of Brighthouse Financial Series B Preferred Stock (BHFAO) in Q3 2021, closing a stake of 1,015 shares — an estimated $29K sold.

Tower View Wealth Management first reported a position in BHFAO in Q4 2020 and held it in 3 quarters. The position peaked at $29K in Q2 2021. 2 funds tracked by Wall St. Rank hold BHFAO as of Q3 2021.

Tower View Wealth Management reported no remaining Brighthouse Financial Series B Preferred Stock position as of Q3 2021 after selling out during the quarter.
Tower View Wealth Management sold 1,015 Brighthouse Financial Series B Preferred Stock shares in Q3 2021, an estimated $29K.
Tower View Wealth Management first reported a position in Brighthouse Financial Series B Preferred Stock in Q4 2020 and held it in 3 quarters.
Tower View Wealth Management's Brighthouse Financial Series B Preferred Stock position peaked at $29K in Q2 2021.
2 funds tracked by Wall St. Rank held Brighthouse Financial Series B Preferred Stock as of Q3 2021.

Based on Tower View Wealth Management's 13F filing for Q3 2021, filed 8 Nov 2021.