SteelBridge Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $368K | Sell |
1,843
-90
| -5% | -$18K | 3.19% | 11 |
|
|
2017
Q4 | $383K | Sell |
1,933
-225
| -10% | -$44.6K | 3.23% | 9 |
|
|
2017
Q3 | $396K | Hold |
2,158
| – | – | 3.8% | 10 |
|
|
2017
Q2 | $366K | Buy |
2,158
+206
| +11% | +$34.9K | 0.51% | 44 |
|
|
2017
Q1 | $325K | Hold |
1,952
| – | – | 0.49% | 45 |
|
|
2016
Q4 | $320K | Buy |
1,952
+15
| +0.8% | +$2.46K | 0.51% | 45 |
|
|
2016
Q3 | $280K | Buy |
1,937
+140
| +8% | +$20.2K | 0.81% | 34 |
|
|
2016
Q2 | $257K | Buy |
1,797
+163
| +10% | +$23.3K | 0.78% | 33 |
|
|
2016
Q1 | $232K | Buy |
+1,634
| New | +$232K | 0.47% | 41 |
|