TCI Wealth Advisors’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-28
| Closed | -$3K | – | 2540 |
|
|
2022
Q2 | $3K | Buy |
+28
| New | +$2.8K | ﹤0.01% | 1884 |
|
|
2020
Q4 | – | Sell |
-77
| Closed | -$12K | – | 1652 |
|
|
2020
Q3 | $12K | Sell |
77
-64
| -45% | -$10.2K | ﹤0.01% | 547 |
|
|
2020
Q2 | $20K | Sell |
141
-69
| -33% | -$8.5K | 0.01% | 449 |
|
|
2020
Q1 | $23K | Sell |
210
-249
| -54% | -$31.4K | 0.01% | 433 |
|
|
2019
Q4 | $62K | Buy |
459
+249
| +119% | +$32.7K | 0.02% | 337 |
|
|
2019
Q3 | $25K | Hold |
210
| – | – | 0.01% | 449 |
|
|
2019
Q2 | $29K | Hold |
210
| – | – | 0.01% | 407 |
|
|
2019
Q1 | $24K | Hold |
210
| – | – | 0.01% | 464 |
|
|
2018
Q4 | $21K | Hold |
210
| – | – | 0.01% | 465 |
|
|
2018
Q3 | $26K | Hold |
210
| – | – | 0.01% | 448 |
|
|
2018
Q2 | $24K | Hold |
210
| – | – | 0.01% | 452 |
|
|
2018
Q1 | $22K | Hold |
210
| – | – | 0.01% | 467 |
|
|
2017
Q4 | $24K | Hold |
210
| – | – | 0.01% | 463 |
|
|
2017
Q3 | $23K | Hold |
210
| – | – | 0.01% | 443 |
|
|
2017
Q2 | $22K | Hold |
210
| – | – | 0.01% | 454 |
|
|
2017
Q1 | $21K | Buy |
210
+74
| +54% | +$6.88K | 0.01% | 440 |
|
|
2016
Q4 | $12K | Buy |
136
+16
| +13% | +$1.37K | 0.01% | 590 |
|
|
2016
Q3 | $11K | Buy |
+120
| New | +$10.3K | 0.01% | 559 |
|
|
2016
Q1 | – | Sell |
-113
| Closed | -$9K | – | 1398 |
|
|
2015
Q4 | $9K | Buy |
+113
| New | +$8.69K | 0.01% | 613 |
|
|
2014
Q4 | – | Sell |
-163
| Closed | -$12K | – | 921 |
|
|
2014
Q3 | $12K | Hold |
163
| – | – | 0.01% | 418 |
|
|
2014
Q2 | $13K | Hold |
163
| – | – | 0.01% | 424 |
|
|
2014
Q1 | $13K | Sell |
163
-709
| -81% | -$56.2K | 0.01% | 388 |
|
|
2013
Q4 | $76K | Buy |
872
+625
| +253% | +$49.7K | 0.05% | 193 |
|
|
2013
Q3 | $0 | Buy |
+247
| New | +$18.3K | ﹤0.01% | 831 |
|
Other funds holding SAP
HL
FMI
WPL
PG
