J.P. Morgan Private Wealth Advisors’s Sabesp SBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-45,965
| Closed | -$426K | – | 909 |
|
|
2014
Q1 | $426K | Buy |
45,965
+33,255
| +262% | +$308K | 0.01% | 619 |
|
|
2013
Q4 | $144K | Buy |
+12,710
| New | +$144K | ﹤0.01% | 635 |
|
|
2013
Q3 | – | Sell |
-24,000
| Closed | -$250K | – | 660 |
|
|
2013
Q2 | $250K | Buy |
+24,000
| New | +$250K | 0.01% | 522 |
|