Heck Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$75.3K | – | 103 |
|
|
2020
Q3 | $75.3K | Hold |
1,000
| – | – | 0.02% | 93 |
|
|
2020
Q2 | $63.7K | Hold |
1,000
| – | – | 0.01% | 101 |
|
|
2020
Q1 | $55.5K | Hold |
1,000
| – | – | 0.02% | 91 |
|
|
2019
Q4 | $100K | Hold |
1,000
| – | – | 0.02% | 95 |
|
|
2019
Q3 | $62.8K | Hold |
1,000
| – | – | 0.02% | 96 |
|
|
2019
Q2 | $55.4K | Hold |
1,000
| – | – | 0.01% | 95 |
|
|
2019
Q1 | $97.9K | Hold |
1,000
| – | – | 0.03% | 91 |
|
|
2018
Q4 | $47.6K | Hold |
1,000
| – | – | 0.02% | 92 |
|
|
2018
Q3 | $50.6K | Hold |
1,000
| – | – | 0.02% | 95 |
|
|
2018
Q2 | $49K | Buy |
+1,000
| New | +$49K | 0.02% | 96 |
|