AWMS

Advocacy Wealth Management Services’s Suburban Propane Partners SPH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-51	Closed	-$1K	–	196
2022 Q1	$1K	Buy	+51	New	+$1K	﹤0.01%	179
2020 Q1	–	Sell	-500	Closed	-$11K	–	134
2019 Q4	$11K	Hold	500	–	–	﹤0.01%	122
2019 Q3	$12K	Sell	500 -1,000	-67%	-$24K	0.01%	120
2019 Q2	$36K	Hold	1,500	–	–	0.03%	49
2019 Q1	$34K	Hold	1,500	–	–	0.04%	43
2018 Q4	$29K	Hold	1,500	–	–	0.02%	63
2018 Q3	$35K	Hold	1,500	–	–	0.02%	58
2018 Q2	$35K	Hold	1,500	–	–	0.02%	53
2018 Q1	$33K	Hold	1,500	–	–	0.02%	58
2017 Q4	$36K	Sell	1,500 -3,800	-72%	-$91.2K	0.02%	64
2017 Q3	$140K	Buy	5,300 +2,800	+112%	+$74K	0.06%	29
2017 Q2	$59K	Sell	2,500 -300	-11%	-$7.08K	0.02%	69
2017 Q1	$75K	Buy	2,800 +400	+17%	+$10.7K	0.03%	59
2016 Q4	$72K	Sell	2,400 -200	-8%	-$6K	0.02%	57
2016 Q3	$87K	Sell	2,600 -16,787	-87%	-$562K	0.03%	80
2016 Q2	$648K	Sell	19,387 -4,669	-19%	-$156K	0.33%	32
2016 Q1	$719K	Sell	24,056 -11,150	-32%	-$333K	0.5%	33
2015 Q4	$867K	Buy	+35,206	New	+$867K	0.98%	27
2013 Q3	$136K	Sell	2,900 -875	-23%	-$41K	0.37%	52
2013 Q2	$175K	Buy	+3,775	New	+$175K	0.7%	44