MinichMacGregor Wealth Management’s Brown-Forman Class B BF.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-35
| Closed | -$1K | – | 523 |
|
|
2018
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 466 |
|
|
2018
Q1 | $1K | Sell |
35
-9
| -20% | -$257 | ﹤0.01% | 448 |
|
|
2017
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 438 |
|
|
2017
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 414 |
|
|
2017
Q2 | $1K | Sell |
44
-4
| -8% | -$91 | ﹤0.01% | 408 |
|
|
2017
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 398 |
|
|
2016
Q4 | $1K | Hold |
48
| – | – | ﹤0.01% | 402 |
|
|
2016
Q3 | $1K | Buy |
48
+4
| +9% | +$83 | ﹤0.01% | 399 |
|
|
2016
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 383 |
|
|
2016
Q1 | $1K | Sell |
44
-240
| -85% | -$5.46K | ﹤0.01% | 371 |
|
|
2015
Q4 | $8K | Buy |
+284
| New | +$8K | 0.01% | 253 |
|