Arrow DWA Tactical: Balanced Fund BRK.B Holdings History
Number of Shares
525.00
Current Holdings Value*
$279,960.00
% of Portfolio
1.19%
Total Estimate Gain
$-16,747.50
% of Total Estimate Gain
-6.30%
Arrow DWA Tactical: Balanced Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-04-30, Arrow DWA Tactical: Balanced Fund held 525.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $279,960.00. This investment constitutes 1.19% of their stock portfolio, and Arrow DWA Tactical: Balanced Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2025Q2. And since then Arrow DWA Tactical: Balanced Fund has made 1 purchases of BRK.B, at an average price of $506.31, for a total of 525.00 shares. Based on historical transaction data and BRK.B's current price of $474.41, Arrow DWA Tactical: Balanced Fund's estimated gain on his BRK.B holdings is $-16,747.50, reflecting a -6.30% gain to date.
Arrow DWA Tactical: Balanced Fund BRK.B ($474.41) Holding Chart
Arrow DWA Tactical: Balanced Fund BRK.B ($474.41) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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