Advocacy Wealth Management Services’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-35
| Closed | -$6K | – | 221 |
|
|
2017
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 225 |
|
|
2017
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 216 |
|
|
2017
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 247 |
|
|
2016
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 238 |
|
|
2016
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 320 |
|
|
2016
Q2 | $5K | Sell |
35
-8
| -19% | -$1.14K | ﹤0.01% | 345 |
|
|
2016
Q1 | $6K | Buy |
43
+8
| +23% | +$1.12K | ﹤0.01% | 400 |
|
|
2015
Q4 | $5K | Buy |
+35
| New | +$5K | 0.01% | 415 |
|
|
2013
Q3 | $4K | Hold |
35
| – | – | 0.01% | 254 |
|
|
2013
Q2 | $4K | Buy |
+35
| New | +$4K | 0.02% | 216 |
|