LWP
Lumature Wealth Partners’s Brown-Forman Class B BF.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $260K | Sell |
3,890
-20
| -0.5% | -$1.34K | 0.15% | 130 |
|
2023
Q1 | $251K | Buy |
3,910
+177
| +5% | +$11.4K | 0.14% | 129 |
|
2022
Q4 | $245K | Sell |
3,733
-161
| -4% | -$10.6K | 0.14% | 126 |
|
2022
Q3 | $259K | Buy |
3,894
+133
| +4% | +$8.85K | 0.14% | 118 |
|
2022
Q2 | $264K | Buy |
3,761
+222
| +6% | +$15.6K | 0.12% | 123 |
|
2022
Q1 | $237K | Buy |
+3,539
| New | +$237K | 0.1% | 155 |
|