Level Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-175
| Closed | -$9.99K | – | 96 |
|
|
2023
Q4 | $9.99K | Hold |
175
| – | – | ﹤0.01% | 194 |
|
|
2023
Q3 | $10.1K | Hold |
175
| – | – | 0.01% | 192 |
|
|
2023
Q2 | $11.7K | Hold |
175
| – | – | 0.01% | 181 |
|
|
2023
Q1 | $11.2K | Hold |
175
| – | – | 0.01% | 163 |
|
|
2022
Q4 | $11K | Hold |
175
| – | – | 0.01% | 159 |
|
|
2022
Q3 | $12K | Hold |
175
| – | – | 0.01% | 164 |
|
|
2022
Q2 | $12K | Hold |
175
| – | – | 0.01% | 174 |
|
|
2022
Q1 | $12K | Hold |
175
| – | – | 0.01% | 145 |
|
|
2021
Q4 | $13K | Buy |
+175
| New | +$13K | 0.01% | 159 |
|