Icon Wealth Partners’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $265K | Sell |
2,046
-79
| -4% | -$10.2K | 0.03% | 250 |
|
|
2023
Q2 | $291K | Buy |
2,125
+6
| +0.3% | +$821 | 0.03% | 260 |
|
|
2023
Q1 | $268K | Buy |
+2,119
| New | +$268K | 0.03% | 268 |
|
|
2020
Q4 | – | Sell |
-1,435
| Closed | -$224K | – | 277 |
|
|
2020
Q3 | $224K | Buy |
+1,435
| New | +$224K | 0.04% | 236 |
|
|
2019
Q2 | – | Sell |
-678
| Closed | -$78K | – | 642 |
|
|
2019
Q1 | $78K | Buy |
+678
| New | +$78K | 0.03% | 277 |
|
|
2018
Q4 | – | Sell |
-1,040
| Closed | -$128K | – | 244 |
|
|
2018
Q3 | $128K | Sell |
1,040
-379
| -27% | -$46.6K | 0.05% | 227 |
|
|
2018
Q2 | $164K | Sell |
1,419
-377
| -21% | -$43.6K | 0.07% | 177 |
|
|
2018
Q1 | $189K | Buy |
1,796
+468
| +35% | +$49.2K | 0.1% | 166 |
|
|
2017
Q4 | $149K | Buy |
+1,328
| New | +$149K | 0.07% | 211 |
|