Abound Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-38
| Closed | -$1.87K | – | 1238 |
|
2024
Q3 | $1.87K | Buy |
+38
| New | +$1.87K | ﹤0.01% | 715 |
|
2024
Q2 | – | Sell |
-9
| Closed | -$465 | – | 1184 |
|
2024
Q1 | $465 | Sell |
9
-11
| -55% | -$568 | ﹤0.01% | 916 |
|
2023
Q4 | $1.14K | Sell |
20
-2
| -9% | -$114 | ﹤0.01% | 751 |
|
2023
Q3 | $1.27K | Buy |
22
+1
| +5% | +$58 | ﹤0.01% | 681 |
|
2023
Q2 | $1.4K | Buy |
+21
| New | +$1.4K | ﹤0.01% | 686 |
|