BerganKDV Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.06K | Hold |
37
| – | – | ﹤0.01% | 608 |
|
|
2023
Q1 | $4.68K | Hold |
37
| – | – | ﹤0.01% | 698 |
|
|
2022
Q4 | $3.82K | Sell |
37
-150
| -80% | -$15.5K | ﹤0.01% | 709 |
|
|
2022
Q3 | $15K | Sell |
187
-90
| -32% | -$7.22K | ﹤0.01% | 522 |
|
|
2022
Q2 | $25K | Hold |
277
| – | – | ﹤0.01% | 472 |
|
|
2022
Q1 | $31K | Hold |
277
| – | – | ﹤0.01% | 460 |
|
|
2021
Q4 | $39K | Sell |
277
-375
| -58% | -$52.8K | ﹤0.01% | 460 |
|
|
2021
Q3 | $88K | Buy |
652
+72
| +12% | +$9.72K | 0.01% | 336 |
|
|
2021
Q2 | $81K | Hold |
580
| – | – | 0.01% | 332 |
|
|
2021
Q1 | $71K | Hold |
580
| – | – | 0.01% | 332 |
|
|
2020
Q4 | $76K | Buy |
580
+18
| +3% | +$2.36K | 0.01% | 309 |
|
|
2020
Q3 | $88K | Hold |
562
| – | – | 0.01% | 275 |
|
|
2020
Q2 | $79K | Sell |
562
-36
| -6% | -$5.06K | 0.01% | 296 |
|
|
2020
Q1 | $66K | Buy |
598
+25
| +4% | +$2.76K | 0.01% | 293 |
|
|
2019
Q4 | $77K | Buy |
573
+73
| +15% | +$9.81K | 0.01% | 303 |
|
|
2019
Q3 | $59K | Hold |
500
| – | – | 0.01% | 315 |
|
|
2019
Q2 | $68K | Hold |
500
| – | – | 0.01% | 302 |
|
|
2019
Q1 | $58K | Hold |
500
| – | – | 0.01% | 327 |
|
|
2018
Q4 | $50K | Hold |
500
| – | – | 0.01% | 298 |
|
|
2018
Q3 | $62K | Hold |
500
| – | – | 0.01% | 297 |
|
|
2018
Q2 | $58K | Buy |
+500
| New | +$58K | 0.01% | 302 |
|