Lenox 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
Q1 | – | Sell |
-83
| Closed | -$6K | – | 778 |
|
|
2021
Q4 | $6K | Buy |
83
+11
| +15% | +$795 | ﹤0.01% | 566 |
|
|
2021
Q3 | $5K | Hold |
72
| – | – | ﹤0.01% | 548 |
|
|
2021
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $5K | Sell |
72
-72
| -50% | -$5K | ﹤0.01% | 490 |
|
|
2020
Q4 | $11K | Buy |
+144
| New | +$11K | ﹤0.01% | 407 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 773 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 729 |
|