RFWA
RPg Family Wealth Advisory’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Buy |
+17,184
| New | +$5.23M | 1.39% | 28 |
|
|
2018
Q4 | – | Sell |
-245
| Closed | -$30.1K | – | 256 |
|
|
2018
Q3 | $30.1K | Buy |
+245
| New | +$30.1K | 0.02% | 143 |
|
|
2017
Q1 | – | Sell |
-213
| Closed | -$18.4K | – | 325 |
|
|
2016
Q4 | $18.4K | Buy |
213
+22
| +12% | +$1.9K | 0.02% | 198 |
|
|
2016
Q3 | $17.5K | Buy |
191
+4
| +2% | +$366 | 0.01% | 195 |
|
|
2016
Q2 | $14K | Sell |
187
-1
| -0.5% | -$75 | 0.01% | 225 |
|
|
2016
Q1 | $15.1K | Sell |
188
-168
| -47% | -$13.5K | 0.01% | 216 |
|
|
2015
Q4 | $28.2K | Buy |
+356
| New | +$28.2K | 0.03% | 127 |
|