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Institute for Wealth Management’s Sabesp SBS Stock Holding History

Institute for Wealth Management’s Portfolio SBS Stock Details SBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-13,623
Closed -$142K – 369
2017
Q4 		$142K Buy
+13,623
New +$142K 0.03% 368
2017
Q3 		– Sell
-14,650
Closed -$140K – 368
2017
Q2 		$140K Buy
+14,650
New +$140K 0.04% 391