YorkBridge Wealth Partners’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.25M | Buy |
12,117
+799
| +7% | +$82.4K | 0.32% | 77 |
|
|
2022
Q3 | $920K | Buy |
11,318
+180
| +2% | +$14.6K | 0.24% | 87 |
|
|
2022
Q2 | $1.01M | Buy |
11,138
+3,930
| +55% | +$356K | 0.26% | 78 |
|
|
2022
Q1 | $800K | Buy |
7,208
+96
| +1% | +$10.7K | 0.18% | 102 |
|
|
2021
Q4 | $996K | Buy |
7,112
+121
| +2% | +$16.9K | 0.22% | 84 |
|
|
2021
Q3 | $944K | Buy |
6,991
+452
| +7% | +$61K | 0.24% | 82 |
|
|
2021
Q2 | $918K | Sell |
6,539
-1,687
| -21% | -$237K | 0.24% | 81 |
|
|
2021
Q1 | $1.01M | Buy |
8,226
+2,158
| +36% | +$265K | 0.3% | 76 |
|
|
2020
Q4 | $791K | Sell |
6,068
-155
| -2% | -$20.2K | 0.26% | 80 |
|
|
2020
Q3 | $970K | Buy |
6,223
+168
| +3% | +$26.2K | 0.41% | 64 |
|
|
2020
Q2 | $848K | Sell |
6,055
-35
| -0.6% | -$4.9K | 0.39% | 63 |
|
|
2020
Q1 | $673K | Sell |
6,090
-251
| -4% | -$27.7K | 0.41% | 70 |
|
|
2019
Q4 | $850K | Buy |
6,341
+111
| +2% | +$14.9K | 0.39% | 72 |
|
|
2019
Q3 | $734K | Buy |
6,230
+678
| +12% | +$79.9K | 0.37% | 72 |
|
|
2019
Q2 | $760K | Buy |
5,552
+582
| +12% | +$79.7K | 0.34% | 73 |
|
|
2019
Q1 | $574K | Buy |
4,970
+100
| +2% | +$11.5K | 0.26% | 85 |
|
|
2018
Q4 | $485K | Sell |
4,870
-130
| -3% | -$12.9K | 0.26% | 93 |
|
|
2018
Q3 | $616K | Hold |
5,000
| – | – | 0.28% | 83 |
|
|
2018
Q2 | $578K | Buy |
5,000
+896
| +22% | +$104K | 0.25% | 91 |
|
|
2018
Q1 | $443K | Buy |
4,104
+88
| +2% | +$9.5K | 0.2% | 103 |
|
|
2017
Q4 | $425K | Buy |
4,016
+415
| +12% | +$43.9K | 0.21% | 106 |
|
|
2017
Q3 | $395K | Sell |
3,601
-3
| -0.1% | -$329 | 0.2% | 105 |
|
|
2017
Q2 | $372K | Buy |
3,604
+79
| +2% | +$8.15K | 0.2% | 109 |
|
|
2017
Q1 | $357K | Buy |
3,525
+335
| +11% | +$33.9K | 0.19% | 110 |
|
|
2016
Q4 | $273K | Buy |
+3,190
| New | +$273K | 0.16% | 124 |
|