CSWM
Cassady Schiller Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $64.3K | Hold |
261
| – | – | 0.02% | 187 |
|
|
2024
Q3 | $59.8K | Hold |
261
| – | – | 0.02% | 193 |
|
|
2024
Q2 | $52.6K | Hold |
261
| – | – | 0.02% | 195 |
|
|
2024
Q1 | $50.9K | Buy |
261
+129
| +98% | +$25.2K | 0.02% | 211 |
|
|
2023
Q4 | $20.4K | Hold |
132
| – | – | 0.01% | 276 |
|
|
2023
Q3 | $17.1K | Hold |
132
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $18.1K | Buy |
+132
| New | +$18.1K | 0.01% | 289 |
|