SOA Wealth Advisors’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 | – | Sell |
-3
| Closed | -$193 | – | 944 |
|
|
2023
Q1 | $193 | Hold |
3
| – | – | ﹤0.01% | 907 |
|
|
2022
Q4 | $197 | Hold |
3
| – | – | ﹤0.01% | 908 |
|
|
2022
Q3 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 828 |
|
|
2022
Q2 | $0 | Sell |
8
-229
| -97% | – | ﹤0.01% | 819 |
|
|
2022
Q1 | $15K | Hold |
237
| – | – | ﹤0.01% | 511 |
|
|
2021
Q4 | $17K | Hold |
237
| – | – | ﹤0.01% | 466 |
|
|
2021
Q3 | $15K | Buy |
237
+15
| +7% | +$949 | ﹤0.01% | 499 |
|
|
2021
Q2 | $16K | Buy |
222
+112
| +102% | +$8.07K | ﹤0.01% | 486 |
|
|
2021
Q1 | $7K | Buy |
110
+44
| +67% | +$2.8K | ﹤0.01% | 569 |
|
|
2020
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 603 |
|