Heritage Wealth Management (Arizona)’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $96.4K | Buy |
934
+327
| +54% | +$33.7K | 0.01% | 417 |
|
|
2022
Q3 | $49K | Buy |
607
+6
| +1% | +$484 | 0.02% | 403 |
|
|
2022
Q2 | $54.5K | Sell |
601
-4,523
| -88% | -$410K | 0.02% | 407 |
|
|
2022
Q1 | $569K | Buy |
+5,124
| New | +$569K | 0.15% | 103 |
|
|
2021
Q3 | $375K | Buy |
2,781
+514
| +23% | +$69.3K | 0.13% | 120 |
|
|
2021
Q2 | $318K | Buy |
+2,267
| New | +$318K | 0.12% | 143 |
|