Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $272K | Sell |
3,609
-5,258
| -59% | -$396K | 0.01% | 361 |
|
|
2020
Q2 | $564K | Buy |
8,867
+139
| +2% | +$8.84K | 0.04% | 233 |
|
|
2020
Q1 | $485K | Buy |
8,728
+193
| +2% | +$10.7K | 0.04% | 233 |
|
|
2019
Q4 | $577K | Buy |
8,535
+662
| +8% | +$44.8K | 0.04% | 251 |
|
|
2019
Q3 | $494K | Buy |
+7,873
| New | +$494K | 0.04% | 261 |
|
|
2019
Q2 | – | Sell |
-1,544
| Closed | -$81K | – | 632 |
|
|
2019
Q1 | $81K | Sell |
1,544
-63
| -4% | -$3.31K | 0.01% | 714 |
|
|
2018
Q4 | $76K | Buy |
1,607
+191
| +13% | +$9.03K | 0.01% | 697 |
|
|
2018
Q3 | $72K | Sell |
1,416
-10
| -0.7% | -$508 | 0.01% | 817 |
|
|
2018
Q2 | $70K | Buy |
1,426
+114
| +9% | +$5.6K | 0.01% | 838 |
|
|
2018
Q1 | $71K | Sell |
1,312
-357
| -21% | -$19.3K | 0.01% | 846 |
|
|
2017
Q4 | $73K | Buy |
1,669
+169
| +11% | +$7.39K | 0.01% | 842 |
|
|
2017
Q3 | $52K | Buy |
1,500
+34
| +2% | +$1.18K | 0.01% | 965 |
|
|
2017
Q2 | $46K | Buy |
1,466
+282
| +24% | +$8.85K | 0.01% | 976 |
|
|
2017
Q1 | $35K | Buy |
1,184
+78
| +7% | +$2.31K | 0.01% | 910 |
|
|
2016
Q4 | $32K | Buy |
1,106
+368
| +50% | +$10.6K | ﹤0.01% | 885 |
|
|
2016
Q3 | $23K | Hold |
738
| – | – | ﹤0.01% | 1010 |
|
|
2016
Q2 | $23K | Hold |
738
| – | – | ﹤0.01% | 951 |
|
|
2016
Q1 | $23K | Sell |
738
-3
| -0.4% | -$93 | ﹤0.01% | 921 |
|
|
2015
Q4 | $23K | Buy |
+741
| New | +$23K | ﹤0.01% | 921 |
|