EWM
Evercore 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-300
| Closed | -$16K | – | 910 |
|
2017
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 739 |
|
2017
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 753 |
|
2017
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 793 |
|
2016
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 800 |
|
2016
Q3 | $14K | Buy |
300
+150
| +100% | +$7K | ﹤0.01% | 826 |
|
2016
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 796 |
|
2016
Q1 | $15K | Hold |
150
| – | – | ﹤0.01% | 759 |
|
2015
Q4 | $15K | Hold |
150
| – | – | ﹤0.01% | 804 |
|
2015
Q3 | $15K | Hold |
150
| – | – | ﹤0.01% | 783 |
|
2015
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 836 |
|
2015
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 829 |
|
2014
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 718 |
|
2014
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 780 |
|
2014
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 788 |
|
2014
Q1 | $13K | Buy |
+150
| New | +$13K | ﹤0.01% | 802 |
|