KWA
KCS Wealth Advisory’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.11M | Sell |
8,571
-658
| -7% | -$85.1K | 0.47% | 61 |
|
|
2023
Q2 | $1.26M | Sell |
9,229
-2,225
| -19% | -$304K | 0.44% | 61 |
|
|
2023
Q1 | $1.45M | Sell |
11,454
-55
| -0.5% | -$6.96K | 0.55% | 52 |
|
|
2022
Q4 | $1.19M | Buy |
11,509
+963
| +9% | +$99.4K | 0.49% | 61 |
|
|
2022
Q3 | $857K | Sell |
10,546
-190
| -2% | -$15.4K | 0.4% | 74 |
|
|
2022
Q2 | $974K | Buy |
10,736
+359
| +3% | +$32.6K | 0.43% | 79 |
|
|
2022
Q1 | $1.15M | Buy |
10,377
+807
| +8% | +$89.5K | 0.53% | 69 |
|
|
2021
Q4 | $1.34M | Buy |
9,570
+547
| +6% | +$76.6K | 0.54% | 62 |
|
|
2021
Q3 | $1.22M | Buy |
9,023
+363
| +4% | +$49K | 0.58% | 61 |
|
|
2021
Q2 | $1.22M | Buy |
8,660
+1,248
| +17% | +$175K | 0.57% | 62 |
|
|
2021
Q1 | $910K | Buy |
7,412
+1,131
| +18% | +$139K | 0.47% | 77 |
|
|
2020
Q4 | $819K | Buy |
6,281
+3,396
| +118% | +$443K | 0.54% | 71 |
|
|
2020
Q3 | $450K | Buy |
2,885
+322
| +13% | +$50.2K | 0.36% | 96 |
|
|
2020
Q2 | $359K | Buy |
2,563
+530
| +26% | +$74.2K | 0.3% | 105 |
|
|
2020
Q1 | $225K | Sell |
2,033
-339
| -14% | -$37.5K | 0.23% | 119 |
|
|
2019
Q4 | $318K | Sell |
2,372
-11
| -0.5% | -$1.48K | 0.24% | 119 |
|
|
2019
Q3 | $281K | Hold |
2,383
| – | – | 0.19% | 125 |
|
|
2019
Q2 | $326K | Sell |
2,383
-31
| -1% | -$4.24K | 0.26% | 120 |
|
|
2019
Q1 | $279K | Sell |
2,414
-534
| -18% | -$61.7K | 0.24% | 123 |
|
|
2018
Q4 | $293K | Sell |
2,948
-949
| -24% | -$94.3K | 0.31% | 119 |
|
|
2018
Q3 | $479K | Sell |
3,897
-1,599
| -29% | -$197K | 0.44% | 97 |
|
|
2018
Q2 | $636K | Sell |
5,496
-74
| -1% | -$8.56K | 0.59% | 72 |
|
|
2018
Q1 | $586K | Sell |
5,570
-124
| -2% | -$13K | 0.53% | 77 |
|
|
2017
Q4 | $640K | Buy |
+5,694
| New | +$640K | 0.62% | 59 |
|