PWAG
Polaris Wealth Advisory Group’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.85M | Buy |
45,237
+20,458
| +83% | +$2.65M | 0.45% | 73 |
|
|
2023
Q2 | $3.39M | Sell |
24,779
-27,421
| -53% | -$3.75M | 0.26% | 87 |
|
|
2023
Q1 | $6.61M | Sell |
52,200
-4,797
| -8% | -$607K | 0.49% | 69 |
|
|
2022
Q4 | $6.55M | Sell |
56,997
-5,429
| -9% | -$624K | 0.49% | 70 |
|
|
2022
Q3 | $5.25M | Buy |
+62,426
| New | +$5.25M | 0.44% | 67 |
|
|
2018
Q4 | – | Sell |
-80
| Closed | -$10K | – | 386 |
|
|
2018
Q3 | $10K | Buy |
+80
| New | +$10K | ﹤0.01% | 406 |
|
|
2018
Q2 | – | Sell |
-80
| Closed | -$8K | – | 391 |
|
|
2018
Q1 | $8K | Buy |
+80
| New | +$8K | ﹤0.01% | 373 |
|