LWM
Lenox Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $6.73M | Buy |
48,091
+700
| +1% | +$98K | 2.06% | 7 |
|
|
2020
Q1 | $5.24M | Sell |
47,391
-970
| -2% | -$107K | 1.8% | 8 |
|
|
2019
Q4 | $6.48M | Sell |
48,361
-1,783
| -4% | -$239K | 1.81% | 9 |
|
|
2019
Q3 | $5.91M | Sell |
50,144
-1,439
| -3% | -$170K | 1.72% | 8 |
|
|
2019
Q2 | $7.06M | Sell |
51,583
-835
| -2% | -$114K | 2.11% | 6 |
|
|
2019
Q1 | $6.05M | Buy |
52,418
+440
| +0.8% | +$50.8K | 1.89% | 9 |
|
|
2018
Q4 | $5.17M | Sell |
51,978
-3,334
| -6% | -$332K | 1.74% | 10 |
|
|
2018
Q3 | $6.8M | Buy |
55,312
+1,084
| +2% | +$133K | 2.02% | 5 |
|
|
2018
Q2 | $6.27M | Buy |
54,228
+2,739
| +5% | +$317K | 2.02% | 7 |
|
|
2018
Q1 | $5.41M | Buy |
51,489
+3,230
| +7% | +$340K | 1.74% | 11 |
|
|
2017
Q4 | $5.42M | Buy |
48,259
+9,450
| +24% | +$1.06M | 1.65% | 11 |
|
|
2017
Q3 | $4.26M | Buy |
38,809
+11,448
| +42% | +$1.26M | 1.46% | 9 |
|
|
2017
Q2 | $2.86M | Buy |
+27,361
| New | +$2.86M | 1.16% | 11 |
|