Fulcrum Diversified Absolute Return Fund BRK.B Holdings History
Number of Shares
1,016.00
Current Holdings Value*
$313,840.00
% of Portfolio
2.49%
Total Estimate Gain
$179,649.12
% of Total Estimate Gain
59.54%
Fulcrum Diversified Absolute Return Fund's Berkshire Hathaway Inc Holding Summary
As of 2022-12-31, Trust for Advised Portfolios held 1,016.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $313,840.00. This investment constitutes 2.49% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q4. And since then Fulcrum Diversified Absolute Return Fund has made 1 purchases of BRK.B, at an average price of $296.98, for a total of 1,016.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Fulcrum Diversified Absolute Return Fund's estimated gain on his BRK.B holdings is $179,649.12, reflecting a 59.54% gain to date.
Fulcrum Diversified Absolute Return Fund BRK.B ($473.80) Holding Chart
Fulcrum Diversified Absolute Return Fund 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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