WWM
Willingdon Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-652
| Closed | -$75K | – | 360 |
|
|
2019
Q1 | $75K | Sell |
652
-241
| -27% | -$27.7K | 0.02% | 159 |
|
|
2018
Q4 | $89K | Buy |
893
+383
| +75% | +$38.2K | 0.03% | 156 |
|
|
2018
Q3 | $63K | Buy |
510
+148
| +41% | +$18.3K | 0.02% | 191 |
|
|
2018
Q2 | $42K | Buy |
362
+293
| +425% | +$34K | 0.01% | 188 |
|
|
2018
Q1 | $7K | Buy |
+69
| New | +$7K | ﹤0.01% | 288 |
|