Factor Enhanced U.S. Low Volatility Equity Portfolio BRK.B Holdings History
Factor Enhanced U.S. Low Volatility Equity Portfolio's Berkshire Hathaway Inc Holding Summary
As of 2022-05-31, Factor Enhanced U.S. Low Volatility Equity Portfolio held 806.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $254,680.00. This investment constitutes 1.48% of their stock portfolio, and Factor Enhanced U.S. Low Volatility Equity Portfolio now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. And since then Factor Enhanced U.S. Low Volatility Equity Portfolio has made 2 purchases of BRK.B, at an average price of $296.85, for a total of 1,063.00 shares. In addition, there have been 1 sales at an average price of $331.78 for 257.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Factor Enhanced U.S. Low Volatility Equity Portfolio's estimated gain on his BRK.B holdings is $151,594.14, reflecting a 48.04% gain to date.
Factor Enhanced U.S. Low Volatility Equity Portfolio BRK.B ($473.80) Holding Chart
Factor Enhanced U.S. Low Volatility Equity Portfolio BRK.B ($473.80) 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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