EWM
CPL
Evercore Wealth Management’s CPFL Energia S.A. CPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,547
| Closed | -$12K | – | 1087 |
|
|
2015
Q3 | $12K | Hold |
1,547
| – | – | ﹤0.01% | 816 |
|
|
2015
Q2 | $19K | Buy |
1,547
+47
| +3% | +$577 | ﹤0.01% | 806 |
|
|
2015
Q1 | $19K | Hold |
1,500
| – | – | ﹤0.01% | 794 |
|
|
2014
Q4 | $20K | Buy |
+1,500
| New | +$20K | ﹤0.01% | 667 |
|