Financial Synergies Wealth Advisors’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12
| Closed | -$2.34K | – | 381 |
|
|
2024
Q1 | $2.34K | Sell |
12
-2
| -14% | -$390 | ﹤0.01% | 307 |
|
|
2023
Q4 | $1.45K | Buy |
14
+2
| +17% | +$206 | ﹤0.01% | 282 |
|
|
2023
Q3 | $1.55K | Hold |
12
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $1.64K | Sell |
12
-2
| -14% | -$274 | ﹤0.01% | 310 |
|
|
2023
Q1 | $1.77K | Hold |
14
| – | – | ﹤0.01% | 307 |
|
|
2022
Q4 | $1.45K | Buy |
+14
| New | +$1.45K | ﹤0.01% | 282 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$1.72K | – | 511 |
|
|
2022
Q2 | $1.72K | Buy |
+19
| New | +$1.72K | ﹤0.01% | 254 |
|