Core Wealth Advisors’s Sabesp SBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,010
| Closed | -$22K | – | 204 |
|
|
2021
Q2 | $22K | Hold |
3,010
| – | – | 0.01% | 100 |
|
|
2021
Q1 | $22K | Hold |
3,010
| – | – | 0.02% | 92 |
|
|
2020
Q4 | $26K | Hold |
3,010
| – | – | 0.02% | 80 |
|
|
2020
Q3 | $25K | Buy |
3,010
+1,500
| +99% | +$12.5K | 0.02% | 72 |
|
|
2020
Q2 | $16K | Buy |
1,510
+1,300
| +619% | +$13.8K | 0.01% | 82 |
|
|
2020
Q1 | $2K | Buy |
+210
| New | +$2K | ﹤0.01% | 135 |
|