VWA
V Wealth Advisors’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,083
| Closed | -$245K | – | 361 |
|
|
2019
Q4 | $245K | Hold |
2,083
| – | – | 0.09% | 234 |
|
|
2019
Q3 | $245K | Buy |
2,083
+49
| +2% | +$5.76K | 0.09% | 236 |
|
|
2019
Q2 | $266K | Buy |
+2,034
| New | +$266K | 0.1% | 209 |
|
|
2017
Q3 | – | Sell |
-516
| Closed | -$53K | – | 607 |
|
|
2017
Q2 | $53K | Buy |
+516
| New | +$53K | 0.02% | 307 |
|