Peloton Wealth Strategists’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,800
| Closed | -$1.29M | – | 64 |
|
|
2017
Q3 | $1.29M | Hold |
11,800
| – | – | 1% | 48 |
|
|
2017
Q2 | $1.24M | Hold |
11,800
| – | – | 0.96% | 46 |
|
|
2017
Q1 | $1.16M | Sell |
11,800
-400
| -3% | -$39.3K | 0.95% | 45 |
|
|
2016
Q4 | $1.05M | Hold |
12,200
| – | – | 0.86% | 50 |
|
|
2016
Q3 | $1.12M | Buy |
+12,200
| New | +$1.12M | 0.93% | 47 |
|
|
2016
Q1 | $1.01M | Sell |
12,600
-8,900
| -41% | -$716K | 0.86% | 48 |
|
|
2015
Q4 | $1.7M | Hold |
21,500
| – | – | 1.47% | 30 |
|
|
2015
Q3 | $1.39M | Buy |
21,500
+100
| +0.5% | +$6.48K | 1.22% | 41 |
|
|
2015
Q2 | $1.5M | Buy |
21,400
+300
| +1% | +$21.1K | 1.2% | 44 |
|
|
2015
Q1 | $1.52M | Buy |
21,100
+1,700
| +9% | +$123K | 1.18% | 42 |
|
|
2014
Q4 | $1.35M | Sell |
19,400
-1,500
| -7% | -$104K | 1.03% | 47 |
|
|
2014
Q3 | $1.51M | Buy |
20,900
+8,700
| +71% | +$628K | 1.19% | 42 |
|
|
2014
Q2 | $915K | Sell |
12,200
-7,700
| -39% | -$578K | 0.8% | 52 |
|
|
2014
Q1 | $1.62M | Buy |
19,900
+2,700
| +16% | +$220K | 1.33% | 37 |
|
|
2013
Q4 | $1.5M | Buy |
17,200
+1,000
| +6% | +$87.2K | 1.21% | 42 |
|
|
2013
Q3 | $1.2M | Buy |
16,200
+1,000
| +7% | +$74K | 1% | 44 |
|
|
2013
Q2 | $1.11M | Buy |
+15,200
| New | +$1.11M | 1% | 45 |
|