THWM
Taylor Hoffman Wealth Management’s SAP SAP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-840
| Closed | -$118K | – | 313 |
|
2020
Q2 | $118K | Buy |
+840
| New | +$118K | 0.07% | 143 |
|
2020
Q1 | – | Sell |
-840
| Closed | -$113K | – | 325 |
|
2019
Q4 | $113K | Hold |
840
| – | – | 0.07% | 152 |
|
2019
Q3 | $99K | Hold |
840
| – | – | 0.07% | 152 |
|
2019
Q2 | $115K | Hold |
840
| – | – | 0.09% | 143 |
|
2019
Q1 | $97K | Hold |
840
| – | – | 0.07% | 146 |
|
2018
Q4 | $84K | Buy |
840
+340
| +68% | +$34K | 0.08% | 138 |
|
2018
Q3 | $62K | Hold |
500
| – | – | 0.05% | 165 |
|
2018
Q2 | $58K | Hold |
500
| – | – | 0.05% | 170 |
|
2018
Q1 | $53K | Hold |
500
| – | – | 0.05% | 183 |
|
2017
Q4 | $56K | Buy |
+500
| New | +$56K | 0.05% | 178 |
|