Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-495
| Closed | -$32K | – | 591 |
|
|
2021
Q1 | $32K | Buy |
495
+1
| +0.2% | +$65 | ﹤0.01% | 959 |
|
|
2020
Q4 | $36K | Hold |
494
| – | – | ﹤0.01% | 864 |
|
|
2020
Q3 | $34K | Hold |
494
| – | – | ﹤0.01% | 745 |
|
|
2020
Q2 | $28K | Hold |
494
| – | – | ﹤0.01% | 889 |
|
|
2020
Q1 | $29K | Buy |
494
+401
| +431% | +$23.5K | ﹤0.01% | 748 |
|
|
2019
Q4 | $6K | Hold |
93
| – | – | ﹤0.01% | 1206 |
|
|
2019
Q3 | $6K | Hold |
93
| – | – | ﹤0.01% | 1128 |
|
|
2019
Q2 | $5K | Buy |
93
+1
| +1% | +$54 | ﹤0.01% | 1185 |
|
|
2019
Q1 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 1137 |
|