Concert Wealth Management’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,180
| Closed | -$465K | – | 732 |
|
|
2015
Q3 | $465K | Buy |
7,180
+184
| +3% | +$11.9K | 0.06% | 377 |
|
|
2015
Q2 | $494K | Buy |
+6,996
| New | +$494K | 0.06% | 362 |
|
|
2014
Q4 | – | Sell |
-3,809
| Closed | -$272K | – | 654 |
|
|
2014
Q3 | $272K | Buy |
3,809
+320
| +9% | +$22.9K | 0.04% | 408 |
|
|
2014
Q2 | $244K | Sell |
3,489
-165
| -5% | -$11.5K | 0.03% | 469 |
|
|
2014
Q1 | $294K | Buy |
3,654
+974
| +36% | +$78.4K | 0.04% | 409 |
|
|
2013
Q4 | $235K | Buy |
+2,680
| New | +$235K | 0.03% | 452 |
|