Evoke Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-338
| Closed | -$23K | – | 447 |
|
|
2022
Q3 | $23K | Hold |
338
| – | – | ﹤0.01% | 620 |
|
|
2022
Q2 | $24K | Sell |
338
-1
| -0.3% | -$71 | ﹤0.01% | 622 |
|
|
2022
Q1 | $23K | Buy |
339
+29
| +9% | +$1.97K | ﹤0.01% | 630 |
|
|
2021
Q4 | $23K | Buy |
310
+5
| +2% | +$371 | ﹤0.01% | 658 |
|
|
2021
Q3 | $20K | Sell |
305
-45
| -13% | -$2.95K | ﹤0.01% | 634 |
|
|
2021
Q2 | $26K | Buy |
350
+9
| +3% | +$669 | ﹤0.01% | 606 |
|
|
2021
Q1 | $24K | Buy |
341
+33
| +11% | +$2.32K | ﹤0.01% | 555 |
|
|
2020
Q4 | $25K | Hold |
308
| – | – | ﹤0.01% | 464 |
|
|
2020
Q3 | $23K | Hold |
308
| – | – | ﹤0.01% | 453 |
|
|
2020
Q2 | $20K | Sell |
308
-27
| -8% | -$1.75K | ﹤0.01% | 462 |
|
|
2020
Q1 | $18.6K | Buy |
+335
| New | +$18.6K | ﹤0.01% | 443 |
|
|
2019
Q4 | – | Sell |
-342
| Closed | -$21.5K | – | 1268 |
|
|
2019
Q3 | $21.5K | Buy |
+342
| New | +$21.5K | ﹤0.01% | 638 |
|