United Capital Financial Advisors’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 |
-309,062
| Closed | -$3.27M | – | 1354 |
|
2018
Q1 | $3.27M | Buy |
309,062
+21,189
| +7% | +$224K | 0.03% | 482 |
|
2017
Q4 | $3.01M | Sell |
287,873
-204,149
| -41% | -$2.13M | 0.02% | 503 |
|
2017
Q3 | $5.15M | Buy |
492,022
+70,354
| +17% | +$736K | 0.04% | 390 |
|
2017
Q2 | $4.01M | Buy |
421,668
+53,871
| +15% | +$513K | 0.04% | 424 |
|
2017
Q1 | $3.83M | Buy |
367,797
+56,932
| +18% | +$593K | 0.04% | 423 |
|
2016
Q4 | $2.7M | Buy |
+310,865
| New | +$2.7M | 0.03% | 499 |
|