Mount Yale Investment Advisors’s Sabesp SBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-24,445
| Closed | -$335K | – | 323 |
|
|
2019
Q2 | $335K | Sell |
24,445
-10,619
| -30% | -$146K | 0.06% | 249 |
|
|
2019
Q1 | $371K | Buy |
35,064
+13,964
| +66% | +$148K | 0.07% | 230 |
|
|
2018
Q4 | $215K | Buy |
+21,100
| New | +$215K | 0.04% | 288 |
|
|
2018
Q3 | – | Sell |
-1,375
| Closed | -$8K | – | 990 |
|
|
2018
Q2 | $8K | Sell |
1,375
-925
| -40% | -$5.38K | ﹤0.01% | 875 |
|
|
2018
Q1 | $24K | Buy |
+2,300
| New | +$24K | 0.01% | 736 |
|