BWP
Baldwin Wealth Partners’s Sabesp SBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$27K | – | 565 |
|
|
2019
Q4 | $27K | Hold |
1,800
| – | – | ﹤0.01% | 383 |
|
|
2019
Q3 | $21K | Hold |
1,800
| – | – | ﹤0.01% | 405 |
|
|
2019
Q2 | $22K | Hold |
1,800
| – | – | ﹤0.01% | 392 |
|
|
2019
Q1 | $19K | Hold |
1,800
| – | – | ﹤0.01% | 401 |
|
|
2018
Q4 | $15K | Hold |
1,800
| – | – | ﹤0.01% | 406 |
|
|
2018
Q3 | $11K | Hold |
1,800
| – | – | ﹤0.01% | 459 |
|
|
2018
Q2 | $11K | Hold |
1,800
| – | – | ﹤0.01% | 452 |
|
|
2018
Q1 | $19K | Hold |
1,800
| – | – | ﹤0.01% | 385 |
|
|
2017
Q4 | $19K | Hold |
1,800
| – | – | ﹤0.01% | 382 |
|
|
2017
Q3 | $19K | Hold |
1,800
| – | – | ﹤0.01% | 376 |
|
|
2017
Q2 | $17K | Sell |
1,800
-213
| -11% | -$2.01K | ﹤0.01% | 388 |
|
|
2017
Q1 | $21K | Buy |
2,013
+213
| +12% | +$2.22K | ﹤0.01% | 365 |
|
|
2016
Q4 | $16K | Hold |
1,800
| – | – | ﹤0.01% | 386 |
|
|
2016
Q3 | $17K | Hold |
1,800
| – | – | ﹤0.01% | 397 |
|
|
2016
Q2 | $16K | Hold |
1,800
| – | – | ﹤0.01% | 357 |
|
|
2016
Q1 | $12K | Buy |
+1,800
| New | +$12K | ﹤0.01% | 401 |
|