TCWM
Total Clarity Wealth Management’s SAP SAP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-52
| Closed | -$5K | – | 825 |
|
2022
Q2 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 825 |
|
2022
Q1 | – | Sell |
-850
| Closed | -$119K | – | 767 |
|
2021
Q4 | $119K | Hold |
850
| – | – | 0.05% | 293 |
|
2021
Q3 | $115K | Buy |
+850
| New | +$115K | 0.05% | 288 |
|
2021
Q2 | – | Sell |
-920
| Closed | -$113K | – | 632 |
|
2021
Q1 | $113K | Buy |
+920
| New | +$113K | 0.06% | 229 |
|
2020
Q4 | – | Sell |
-1,500
| Closed | -$234K | – | 152 |
|
2020
Q3 | $234K | Hold |
1,500
| – | – | 0.2% | 110 |
|
2020
Q2 | $210K | Buy |
+1,500
| New | +$210K | 0.19% | 117 |
|
2020
Q1 | – | Sell |
-1,130
| Closed | -$151K | – | 509 |
|
2019
Q4 | $151K | Buy |
+1,130
| New | +$151K | 0.11% | 144 |
|