Spectrum Financial Alliance’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
Q2 | – | Sell |
-13,241
| Closed | -$2.66M | – | 14 |
|
|
2019
Q1 | $2.66M | Sell |
13,241
-2,045
| -13% | -$411K | 1.82% | 13 |
|
|
2018
Q4 | $3.12M | Buy |
15,286
+1,036
| +7% | +$212K | 2.38% | 12 |
|
|
2018
Q3 | $3.05M | Buy |
14,250
+767
| +6% | +$164K | 1.9% | 12 |
|
|
2018
Q2 | $2.52M | Buy |
13,483
+615
| +5% | +$115K | 1.68% | 13 |
|
|
2018
Q1 | $2.57M | Buy |
+12,868
| New | +$2.57M | 1.68% | 13 |
|