B. Riley Wealth Advisors’s Sabesp SBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-56,648
| Closed | -$192K | – | 646 |
|
|
2016
Q1 | $192K | Buy |
56,648
+13,702
| +32% | +$46.4K | 0.04% | 480 |
|
|
2015
Q4 | $198K | Buy |
42,946
+8,508
| +25% | +$39.2K | 0.04% | 490 |
|
|
2015
Q3 | $135K | Buy |
34,438
+5,804
| +20% | +$22.8K | 0.03% | 497 |
|
|
2015
Q2 | $150K | Buy |
28,634
+5,184
| +22% | +$27.2K | 0.04% | 478 |
|
|
2015
Q1 | $127K | Sell |
23,450
-13,264
| -36% | -$71.8K | 0.03% | 490 |
|
|
2014
Q4 | $1.24K | Buy |
+36,714
| New | +$1.24K | 0.03% | 683 |
|
|
2014
Q3 | – | Sell |
-3,114
| Closed | -$33.4K | – | 1665 |
|
|
2014
Q2 | $33.4K | Buy |
+3,114
| New | +$33.4K | 0.01% | 1207 |
|