JFS Wealth Advisors’s Sabesp SBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6K | Hold |
255
| – | – | ﹤0.01% | 1044 |
|
|
2025
Q1 | $4.56K | Buy |
255
+69
| +37% | +$1.23K | ﹤0.01% | 1155 |
|
|
2024
Q4 | $2.67K | Hold |
186
| – | – | ﹤0.01% | 1361 |
|
|
2024
Q3 | $3.08K | Hold |
186
| – | – | ﹤0.01% | 1306 |
|
|
2024
Q2 | $2.5K | Hold |
186
| – | – | ﹤0.01% | 1351 |
|
|
2024
Q1 | $3.13K | Hold |
186
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q4 | $2.83K | Sell |
186
-1
| -0.5% | -$15 | ﹤0.01% | 1281 |
|
|
2023
Q3 | $2.27K | Buy |
187
+1
| +0.5% | +$12 | ﹤0.01% | 1312 |
|
|
2023
Q2 | $2.2K | Sell |
186
-2
| -1% | -$24 | ﹤0.01% | 1349 |
|
|
2023
Q1 | $1.88K | Hold |
188
| – | – | ﹤0.01% | 1393 |
|
|
2022
Q4 | $2K | Sell |
188
-27
| -13% | -$288 | ﹤0.01% | 1369 |
|
|
2022
Q3 | $2K | Buy |
215
+3
| +1% | +$28 | ﹤0.01% | 1385 |
|
|
2022
Q2 | $2K | Buy |
212
+20
| +10% | +$189 | ﹤0.01% | 1380 |
|
|
2022
Q1 | $2K | Buy |
+192
| New | +$2K | ﹤0.01% | 1484 |
|
|
2017
Q2 | – | Sell |
-2,150
| Closed | -$19K | – | 442 |
|
|
2017
Q1 | $19K | Hold |
2,150
| – | – | 0.01% | 311 |
|
|
2016
Q4 | $19K | Hold |
2,150
| – | – | 0.01% | 311 |
|
|
2016
Q3 | $20K | Hold |
2,150
| – | – | 0.01% | 322 |
|
|
2016
Q2 | $19K | Sell |
2,150
-13,256
| -86% | -$117K | 0.01% | 333 |
|
|
2016
Q1 | $102K | Sell |
15,406
-7,374
| -32% | -$48.8K | 0.03% | 174 |
|
|
2015
Q4 | $104K | Buy |
22,780
+5,100
| +29% | +$23.3K | 0.03% | 174 |
|
|
2015
Q3 | $69K | Buy |
17,680
+4,190
| +31% | +$16.4K | 0.03% | 179 |
|
|
2015
Q2 | $70K | Buy |
13,490
+3,520
| +35% | +$18.3K | 0.04% | 153 |
|
|
2015
Q1 | $54K | Buy |
9,970
+3,540
| +55% | +$19.2K | 0.03% | 176 |
|
|
2014
Q4 | $40K | Buy |
6,430
+3,980
| +162% | +$24.8K | 0.01% | 212 |
|
|
2014
Q3 | $20K | Buy |
+2,450
| New | +$20K | ﹤0.01% | 263 |
|