Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $443K | Sell |
8,766
-2,010
| -19% | -$102K | ﹤0.01% | 398 |
|
|
2018
Q2 | $528K | Sell |
10,776
-7,894
| -42% | -$387K | 0.01% | 360 |
|
|
2018
Q1 | $1.02M | Buy |
18,670
+3,118
| +20% | +$170K | 0.01% | 253 |
|
|
2017
Q4 | $683K | Buy |
15,552
+6,110
| +65% | +$268K | 0.01% | 290 |
|
|
2017
Q3 | $328K | Buy |
+9,442
| New | +$328K | ﹤0.01% | 403 |
|
|
2016
Q3 | – | Sell |
-6,888
| Closed | -$220K | – | 377 |
|
|
2016
Q2 | $220K | Sell |
6,888
-634
| -8% | -$20.3K | 0.01% | 324 |
|
|
2016
Q1 | $237K | Sell |
7,522
-728
| -9% | -$22.9K | 0.01% | 283 |
|
|
2015
Q4 | $262K | Sell |
8,250
-247
| -3% | -$7.84K | 0.01% | 246 |
|
|
2015
Q3 | $263K | Sell |
8,497
-1,044
| -11% | -$32.3K | 0.01% | 223 |
|
|
2015
Q2 | $306K | Buy |
9,541
+3,641
| +62% | +$117K | 0.01% | 192 |
|
|
2015
Q1 | $171K | Buy |
5,900
+47
| +0.8% | +$1.36K | 0.01% | 276 |
|
|
2014
Q4 | $165K | Sell |
5,853
-806
| -12% | -$22.7K | 0.01% | 259 |
|
|
2014
Q3 | $192K | Buy |
6,659
+1,231
| +23% | +$35.5K | 0.01% | 163 |
|
|
2014
Q2 | $164K | Buy |
5,428
+1,390
| +34% | +$42K | 0.01% | 130 |
|
|
2014
Q1 | $116K | Buy |
+4,038
| New | +$116K | 0.01% | 112 |
|