Wheatland Advisors’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
Q1 | – | Sell |
-3,655
| Closed | -$247K | – | 44 |
|
|
2019
Q4 | $247K | Hold |
3,655
| – | – | 0.31% | 82 |
|
|
2019
Q3 | $229K | Hold |
3,655
| – | – | 0.21% | 92 |
|
|
2019
Q2 | $203K | Buy |
+3,655
| New | +$203K | 0.15% | 96 |
|
|
2018
Q1 | – | Sell |
-4,569
| Closed | -$201K | – | 97 |
|
|
2017
Q4 | $201K | Buy |
+4,569
| New | +$201K | 0.16% | 97 |
|