DWA
Dougherty Wealth Advisers’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-183
| Closed | -$29K | – | 151 |
|
|
2020
Q3 | $29K | Hold |
183
| – | – | 0.1% | 121 |
|
|
2020
Q2 | $26K | Hold |
183
| – | – | 0.1% | 128 |
|
|
2020
Q1 | $20K | Hold |
183
| – | – | 0.08% | 137 |
|
|
2019
Q4 | $25K | Hold |
183
| – | – | 0.08% | 144 |
|
|
2019
Q3 | $22K | Hold |
183
| – | – | 0.07% | 145 |
|
|
2019
Q2 | $25K | Hold |
183
| – | – | 0.07% | 165 |
|
|
2019
Q1 | $21K | Hold |
183
| – | – | 0.07% | 150 |
|
|
2018
Q4 | $19K | Buy |
+183
| New | +$19K | 0.06% | 164 |
|