IFWM
Institute for Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,765
| Closed | -$225K | – | 461 |
|
|
2022
Q3 | $225K | Buy |
2,765
+136
| +5% | +$11.1K | 0.05% | 397 |
|
|
2022
Q2 | $239K | Sell |
2,629
-190
| -7% | -$17.3K | 0.05% | 451 |
|
|
2022
Q1 | $313K | Buy |
2,819
+109
| +4% | +$12.1K | 0.05% | 410 |
|
|
2021
Q4 | $380K | Buy |
2,710
+237
| +10% | +$33.2K | 0.06% | 328 |
|
|
2021
Q3 | $334K | Buy |
2,473
+138
| +6% | +$18.6K | 0.06% | 342 |
|
|
2021
Q2 | $328K | Buy |
2,335
+540
| +30% | +$75.9K | 0.06% | 354 |
|
|
2021
Q1 | $220K | Buy |
1,795
+180
| +11% | +$22.1K | 0.04% | 423 |
|
|
2020
Q4 | $211K | Buy |
1,615
+111
| +7% | +$14.5K | 0.04% | 411 |
|
|
2020
Q3 | $234K | Buy |
+1,504
| New | +$234K | 0.05% | 370 |
|