Wealthspire Advisors (Maryland)’s Sabesp SBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,561
| Closed | -$27K | – | 2488 |
|
|
2018
Q2 | $27K | Sell |
4,561
-2,323
| -34% | -$13.8K | ﹤0.01% | 1201 |
|
|
2018
Q1 | $73K | Sell |
6,884
-100
| -1% | -$1.06K | 0.01% | 838 |
|
|
2017
Q4 | $73K | Sell |
6,984
-500
| -7% | -$5.23K | 0.01% | 848 |
|
|
2017
Q3 | $78K | Sell |
7,484
-74
| -1% | -$771 | 0.01% | 806 |
|
|
2017
Q2 | $72K | Sell |
7,558
-1,076
| -12% | -$10.3K | 0.01% | 821 |
|
|
2017
Q1 | $90K | Sell |
8,634
-600
| -6% | -$6.25K | 0.01% | 639 |
|
|
2016
Q4 | $80K | Sell |
9,234
-930
| -9% | -$8.06K | 0.01% | 654 |
|
|
2016
Q3 | $94K | Sell |
10,164
-75
| -0.7% | -$694 | 0.01% | 589 |
|
|
2016
Q2 | $92K | Buy |
+10,239
| New | +$92K | 0.02% | 549 |
|