SWM
Selective Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-404
| Closed | -$33K | – | 604 |
|
|
2022
Q3 | $33K | Sell |
404
-103
| -20% | -$8.41K | 0.01% | 352 |
|
|
2022
Q2 | $46K | Buy |
507
+440
| +657% | +$39.9K | 0.02% | 333 |
|
|
2022
Q1 | $7K | Buy |
+67
| New | +$7K | ﹤0.01% | 580 |
|
|
2020
Q3 | – | Sell |
-19
| Closed | -$3K | – | 397 |
|
|
2020
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 292 |
|
|
2019
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 268 |
|
|
2019
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 301 |
|