Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-861
| Closed | -$60K | – | 539 |
|
|
2022
Q2 | $60K | Buy |
+861
| New | +$60K | ﹤0.01% | 309 |
|
|
2021
Q3 | – | Sell |
-67
| Closed | -$4.72K | – | 535 |
|
|
2021
Q2 | $4.72K | Buy |
+67
| New | +$4.72K | ﹤0.01% | 486 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$879 | – | 455 |
|
|
2019
Q4 | $879 | Buy |
+13
| New | +$879 | ﹤0.01% | 678 |
|