GWM
Gitterman Wealth Management’s Sabesp SBS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $526K | Buy |
23,933
+11,685
| +95% | +$257K | 0.12% | 40 |
|
2025
Q1 | $219K | Buy |
+12,248
| New | +$219K | 0.06% | 107 |
|
2023
Q4 | – | Sell |
-11,383
| Closed | -$138K | – | 106 |
|
2023
Q3 | $138K | Buy |
11,383
+254
| +2% | +$3.08K | 0.07% | 77 |
|
2023
Q2 | $132K | Buy |
+11,129
| New | +$132K | 0.06% | 77 |
|
2022
Q2 | – | Sell |
-10,999
| Closed | -$108K | – | 100 |
|
2022
Q1 | $108K | Buy |
+10,999
| New | +$108K | 0.09% | 95 |
|