Laird Norton Wetherby Wealth Management’s CPFL Energia S.A. CPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,586
| Closed | -$121K | – | 706 |
|
|
2017
Q4 | $121K | Sell |
10,586
-1,930
| -15% | -$22.1K | 0.02% | 625 |
|
|
2017
Q3 | $215K | Buy |
12,516
+420
| +3% | +$7.22K | 0.03% | 545 |
|
|
2017
Q2 | $193K | Sell |
12,096
-265
| -2% | -$4.23K | 0.03% | 536 |
|
|
2017
Q1 | $202K | Buy |
12,361
+1,652
| +15% | +$27K | 0.04% | 529 |
|
|
2016
Q4 | $165K | Buy |
+10,709
| New | +$165K | 0.03% | 507 |
|
|
2014
Q4 | – | Sell |
-13,999
| Closed | -$206K | – | 469 |
|
|
2014
Q3 | $206K | Buy |
13,999
+1,332
| +11% | +$19.6K | 0.06% | 401 |
|
|
2014
Q2 | $218K | Buy |
12,667
+523
| +4% | +$9K | 0.06% | 385 |
|
|
2014
Q1 | $187K | Buy |
+12,144
| New | +$187K | 0.05% | 401 |
|