First Allied Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,455
| Closed | -$203K | – | 188 |
|
|
2014
Q3 | $203K | Buy |
+1,455
| New | +$203K | 0.03% | 206 |
|
|
2014
Q2 | – | Sell |
-2,900
| Closed | -$362K | – | 185 |
|
|
2014
Q1 | $362K | Hold |
2,900
| – | – | 0.05% | 156 |
|
|
2013
Q4 | $344K | Hold |
2,900
| – | – | 0.05% | 158 |
|
|
2013
Q3 | $329K | Sell |
2,900
-1,708
| -37% | -$194K | 0.05% | 151 |
|
|
2013
Q2 | $517K | Buy |
+4,608
| New | +$517K | 0.07% | 156 |
|