WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
| Closed | -$1.55K | – | 1150 |
|
|
2024
Q1 | $1.55K | Buy |
+30
| New | +$1.55K | ﹤0.01% | 913 |
|
|
2023
Q4 | – | Sell |
-30
| Closed | -$1.73K | – | 244 |
|
|
2023
Q3 | $1.73K | Hold |
30
| – | – | ﹤0.01% | 792 |
|
|
2023
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 772 |
|
|
2023
Q1 | $1.93K | Buy |
+30
| New | +$1.93K | ﹤0.01% | 776 |
|