TPWM
Twelve Points Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,537
| Closed | -$587K | – | 172 |
|
|
2023
Q3 | $587K | Sell |
4,537
-33
| -0.7% | -$4.27K | 0.29% | 95 |
|
|
2023
Q2 | $625K | Sell |
4,570
-53
| -1% | -$7.25K | 0.33% | 84 |
|
|
2023
Q1 | $585K | Sell |
4,623
-35
| -0.8% | -$4.43K | 0.34% | 87 |
|
|
2022
Q4 | $481K | Sell |
4,658
-2,840
| -38% | -$293K | 0.33% | 95 |
|
|
2022
Q3 | $609K | Sell |
7,498
-112
| -1% | -$9.1K | 0.47% | 70 |
|
|
2022
Q2 | $690K | Sell |
7,610
-23
| -0.3% | -$2.09K | 0.53% | 67 |
|
|
2022
Q1 | $847K | Sell |
7,633
-878
| -10% | -$97.4K | 0.63% | 46 |
|
|
2021
Q4 | $1.19M | Buy |
+8,511
| New | +$1.19M | 0.97% | 25 |
|