Lenox Wealth Management’s Sabesp SBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-72,006
| Closed | -$762K | – | 601 |
|
|
2018
Q1 | $762K | Sell |
72,006
-1,950
| -3% | -$20.6K | 0.25% | 80 |
|
|
2017
Q4 | $773K | Buy |
73,956
+18,206
| +33% | +$190K | 0.23% | 86 |
|
|
2017
Q3 | $583K | Buy |
55,750
+14,365
| +35% | +$150K | 0.2% | 91 |
|
|
2017
Q2 | $401K | Buy |
+41,385
| New | +$401K | 0.16% | 104 |
|