PWP
Private Wealth Partners’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,035
| Closed | -$657K | – | 103 |
|
|
2020
Q4 | $657K | Sell |
5,035
-3,000
| -37% | -$391K | 0.07% | 77 |
|
|
2020
Q3 | $1.25M | Hold |
8,035
| – | – | 0.15% | 65 |
|
|
2020
Q2 | $1.13M | Hold |
8,035
| – | – | 0.15% | 64 |
|
|
2020
Q1 | $888K | Hold |
8,035
| – | – | 0.15% | 67 |
|
|
2019
Q4 | $1.08M | Buy |
8,035
+2,171
| +37% | +$291K | 0.15% | 71 |
|
|
2019
Q3 | $691K | Hold |
5,864
| – | – | 0.11% | 74 |
|
|
2019
Q2 | $802K | Hold |
5,864
| – | – | 0.12% | 72 |
|
|
2019
Q1 | $677K | Buy |
+5,864
| New | +$677K | 0.11% | 73 |
|