TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 600 |
|
|
2020
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 635 |
|
|
2019
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 626 |
|
|
2019
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 595 |
|
|
2019
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 649 |
|
|
2019
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 659 |
|
|
2018
Q4 | $2K | Sell |
40
-51
| -56% | -$2.55K | ﹤0.01% | 645 |
|
|
2018
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 606 |
|
|
2018
Q2 | $4K | Hold |
91
| – | – | ﹤0.01% | 645 |
|
|
2018
Q1 | $5K | Sell |
91
-261
| -74% | -$14.3K | ﹤0.01% | 569 |
|
|
2017
Q4 | $15K | Buy |
+352
| New | +$15K | 0.01% | 440 |
|