Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,616
| Closed | -$318K | – | 401 |
|
|
2021
Q1 | $318K | Buy |
4,616
+81
| +2% | +$5.58K | 0.01% | 531 |
|
|
2020
Q4 | $360K | Buy |
4,535
+1,712
| +61% | +$136K | 0.01% | 377 |
|
|
2020
Q3 | $213K | Buy |
+2,823
| New | +$213K | 0.01% | 291 |
|
|
2020
Q2 | – | Sell |
-10,978
| Closed | -$609K | – | 301 |
|
|
2020
Q1 | $609K | Buy |
+10,978
| New | +$609K | 0.03% | 264 |
|
|
2019
Q1 | – | Sell |
-69
| Closed | -$3K | – | 133 |
|
|
2018
Q4 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 705 |
|