WP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-430
| Closed | -$220 | – | 77 |
|
|
2019
Q1 | $220 | Buy |
+430
| New | +$220 | 0.02% | 167 |
|
|
2018
Q4 | – | Sell |
-427
| Closed | -$22K | – | 85 |
|
|
2018
Q3 | $22K | Buy |
427
+2
| +0.5% | +$103 | 0.02% | 175 |
|
|
2018
Q2 | $21K | Buy |
+425
| New | +$21K | 0.02% | 184 |
|