Alera Investment Advisors’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $635K | Sell |
2,773
-236
| -8% | -$54.1K | 0.07% | 114 |
|
|
2024
Q2 | $607K | Buy |
3,009
+1,060
| +54% | +$214K | 0.07% | 107 |
|
|
2024
Q1 | $380K | Sell |
1,949
-3
| -0.2% | -$585 | 0.05% | 131 |
|
|
2023
Q4 | $302K | Buy |
1,952
+3
| +0.2% | +$464 | 0.04% | 142 |
|
|
2023
Q3 | $252K | Buy |
1,949
+454
| +30% | +$58.7K | 0.04% | 143 |
|
|
2023
Q2 | $205K | Buy |
+1,495
| New | +$205K | 0.04% | 162 |
|
|
2019
Q2 | – | Sell |
-310
| Closed | -$36K | – | 825 |
|
|
2019
Q1 | $36K | Buy |
310
+32
| +12% | +$3.72K | 0.02% | 202 |
|
|
2018
Q4 | $28K | Buy |
+278
| New | +$28K | 0.02% | 238 |
|