Cavalier Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,797
| Closed | -$775K | – | 125 |
|
|
2018
Q4 | $775K | Sell |
3,797
-1,388
| -27% | -$283K | 0.25% | 82 |
|
|
2018
Q3 | $1.11M | Hold |
5,185
| – | – | 0.32% | 69 |
|
|
2018
Q2 | $967K | Buy |
5,185
+1,036
| +25% | +$193K | 0.33% | 67 |
|
|
2018
Q1 | $828K | Buy |
+4,149
| New | +$828K | 0.29% | 68 |
|
|
2017
Q4 | – | Sell |
-1,092
| Closed | -$200K | – | 140 |
|
|
2017
Q3 | $200K | Buy |
+1,092
| New | +$200K | 0.1% | 138 |
|