DWP
Daymark Wealth Partners’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,378
| Closed | -$316K | – | 520 |
|
|
2024
Q3 | $316K | Buy |
1,378
+8
| +0.6% | +$1.83K | 0.01% | 413 |
|
|
2024
Q2 | $276K | Buy |
1,370
+118
| +9% | +$23.8K | 0.01% | 410 |
|
|
2024
Q1 | $244K | Sell |
1,252
-72
| -5% | -$14K | 0.01% | 382 |
|
|
2023
Q4 | $205K | Buy |
+1,324
| New | +$205K | 0.01% | 383 |
|