MinichMacGregor Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-45
| Closed | -$5K | – | 430 |
|
|
2018
Q3 | $5K | Sell |
45
-6
| -12% | -$667 | ﹤0.01% | 394 |
|
|
2018
Q2 | $5K | Sell |
51
-53
| -51% | -$5.2K | ﹤0.01% | 389 |
|
|
2018
Q1 | $10K | Hold |
104
| – | – | 0.01% | 309 |
|
|
2017
Q4 | $11K | Hold |
104
| – | – | 0.01% | 290 |
|
|
2017
Q3 | $11K | Hold |
104
| – | – | 0.01% | 272 |
|
|
2017
Q2 | $10K | Buy |
104
+31
| +42% | +$2.98K | 0.01% | 275 |
|
|
2017
Q1 | $7K | Hold |
73
| – | – | 0.01% | 321 |
|
|
2016
Q4 | $6K | Hold |
73
| – | – | 0.01% | 328 |
|
|
2016
Q3 | $6K | Hold |
73
| – | – | 0.01% | 328 |
|
|
2016
Q2 | $5K | Hold |
73
| – | – | ﹤0.01% | 326 |
|
|
2016
Q1 | $5K | Buy |
+73
| New | +$5K | ﹤0.01% | 314 |
|