SWM
Sculati 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,947
| Closed | -$207K | – | 117 |
|
|
2022
Q2 | $207K | Buy |
+2,947
| New | +$207K | 0.12% | 110 |
|
|
2022
Q1 | – | Sell |
-2,947
| Closed | -$215K | – | 117 |
|
|
2021
Q4 | $215K | Buy |
+2,947
| New | +$215K | 0.1% | 109 |
|
|
2021
Q3 | – | Sell |
-2,947
| Closed | -$221K | – | 116 |
|
|
2021
Q2 | $221K | Hold |
2,947
| – | – | 0.12% | 104 |
|
|
2021
Q1 | $203K | Buy |
+2,947
| New | +$203K | 0.12% | 109 |
|