EPA
Element Pointe Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-4,086
| Closed | -$729K | – | 106 |
|
2020
Q2 | $729K | Buy |
+4,086
| New | +$729K | 0.38% | 40 |
|
2020
Q1 | – | Sell |
-911
| Closed | -$206K | – | 82 |
|
2019
Q4 | $206K | Buy |
+911
| New | +$206K | 0.11% | 87 |
|
2019
Q3 | – | Sell |
-1,111
| Closed | -$237K | – | 99 |
|
2019
Q2 | $237K | Buy |
1,111
+25
| +2% | +$5.33K | 0.13% | 80 |
|
2019
Q1 | $218K | Hold |
1,086
| – | – | 0.13% | 69 |
|
2018
Q4 | $222K | Buy |
+1,086
| New | +$222K | 0.14% | 78 |
|