CWM
Compass Wealth Management’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-170
| Closed | -$9.81K | – | 385 |
|
|
2023
Q3 | $9.81K | Sell |
170
-50
| -23% | -$2.89K | ﹤0.01% | 349 |
|
|
2023
Q2 | $14.7K | Hold |
220
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $14.1K | Hold |
220
| – | – | ﹤0.01% | 346 |
|
|
2022
Q4 | $14.5K | Buy |
+220
| New | +$14.5K | ﹤0.01% | 342 |
|