Reilly Financial Advisors’s SAP SAP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $5K | Hold |
34
| – | – | ﹤0.01% | 845 |
|
2021
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 754 |
|
2021
Q2 | $5K | Sell |
34
-1
| -3% | -$147 | ﹤0.01% | 798 |
|
2021
Q1 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 832 |
|
2020
Q3 | – | Sell |
-169
| Closed | -$24K | – | 923 |
|
2020
Q2 | $24K | Buy |
169
+100
| +145% | +$14.2K | ﹤0.01% | 419 |
|
2020
Q1 | $8K | Sell |
69
-245
| -78% | -$28.4K | ﹤0.01% | 600 |
|
2019
Q4 | $42K | Hold |
314
| – | – | ﹤0.01% | 358 |
|
2019
Q3 | $37K | Sell |
314
-518
| -62% | -$61K | ﹤0.01% | 392 |
|
2019
Q2 | $114K | Hold |
832
| – | – | 0.01% | 231 |
|
2019
Q1 | $96K | Sell |
832
-10
| -1% | -$1.15K | 0.01% | 237 |
|
2018
Q4 | $84K | Hold |
842
| – | – | 0.01% | 244 |
|
2018
Q3 | $104K | Buy |
842
+458
| +119% | +$56.6K | 0.01% | 242 |
|
2018
Q2 | $44K | Hold |
384
| – | – | 0.01% | 335 |
|
2018
Q1 | $40K | Buy |
384
+315
| +457% | +$32.8K | 0.01% | 331 |
|
2017
Q4 | $8K | Hold |
69
| – | – | ﹤0.01% | 703 |
|
2017
Q3 | $8K | Hold |
69
| – | – | ﹤0.01% | 678 |
|
2017
Q2 | $7K | Hold |
69
| – | – | ﹤0.01% | 723 |
|
2017
Q1 | $7K | Hold |
69
| – | – | ﹤0.01% | 683 |
|
2016
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 641 |
|
2016
Q3 | $6K | Hold |
69
| – | – | ﹤0.01% | 619 |
|
2016
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 605 |
|
2016
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 662 |
|
2015
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 708 |
|
2015
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 1019 |
|
2015
Q2 | $5K | Sell |
69
-6
| -8% | -$435 | ﹤0.01% | 1076 |
|
2015
Q1 | $5K | Sell |
75
-53
| -41% | -$3.53K | ﹤0.01% | 1016 |
|
2014
Q4 | $9K | Buy |
128
+53
| +71% | +$3.73K | ﹤0.01% | 536 |
|
2014
Q3 | $5K | Buy |
75
+6
| +9% | +$400 | ﹤0.01% | 641 |
|
2014
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 679 |
|
2014
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 648 |
|
2013
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 646 |
|
2013
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 596 |
|
2013
Q2 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 630 |
|