Evolution Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-38
| Closed | -$3K | – | 205 |
|
|
2021
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 593 |
|
|
2021
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 577 |
|
|
2021
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 585 |
|
|
2020
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 487 |
|
|
2020
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 466 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | -$2K | – | 344 |
|
|
2019
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 552 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$2K | – | 490 |
|
|
2019
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 385 |
|