HWMG
Hurlow Wealth Management Group’s Brown-Forman Class B BF.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,744
| Closed | -$206K | – | 95 |
|
2021
Q2 | $206K | Buy |
+2,744
| New | +$206K | 0.14% | 93 |
|
2021
Q1 | – | Sell |
-2,744
| Closed | -$218K | – | 97 |
|
2020
Q4 | $218K | Hold |
2,744
| – | – | 0.17% | 88 |
|
2020
Q3 | $207K | Buy |
+2,744
| New | +$207K | 0.19% | 85 |
|
2020
Q1 | – | Sell |
-3,188
| Closed | -$222K | – | 91 |
|
2019
Q4 | $222K | Hold |
3,188
| – | – | 0.22% | 89 |
|
2019
Q3 | $202K | Buy |
+3,188
| New | +$202K | 0.21% | 91 |
|