Alliance Wealth Management Group’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-200
| Closed | -$544K | – | 60 |
|
|
2020
Q1 | $544K | Hold |
200
| – | – | 0.29% | 41 |
|
|
2019
Q4 | $679K | Sell |
200
-100
| -33% | -$340K | 0.3% | 39 |
|
|
2019
Q3 | $935K | Hold |
300
| – | – | 0.45% | 32 |
|
|
2019
Q2 | $955K | Sell |
300
-200
| -40% | -$637K | 0.47% | 32 |
|
|
2019
Q1 | $1.51M | Hold |
500
| – | – | 0.8% | 25 |
|
|
2018
Q4 | $1.53M | Buy |
+500
| New | +$1.53M | 0.91% | 23 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$299K | – | 61 |
|
|
2018
Q1 | $299K | Buy |
+100
| New | +$299K | 0.14% | 58 |
|