AllSquare Wealth Management’s Suburban Propane Partners SPH Stock Holding History

AllSquare Wealth Management’s Portfolio SPH Stock Details SPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-352	Closed	-$7.4K	–	545
2025 Q1	$7.4K	Hold	352	–	–	﹤0.01%	403
2024 Q4	$6.05K	Hold	352	–	–	﹤0.01%	422
2024 Q3	$6.32K	Hold	352	–	–	﹤0.01%	417
2024 Q2	$6.68K	Hold	352	–	–	﹤0.01%	406
2024 Q1	$7.19K	Hold	352	–	–	﹤0.01%	401
2023 Q4	$6.25K	Hold	352	–	–	﹤0.01%	407
2023 Q3	$5.65K	Hold	352	–	–	﹤0.01%	411
2023 Q2	$5.15K	Hold	352	–	–	﹤0.01%	429
2023 Q1	$5.39K	Hold	352	–	–	﹤0.01%	428
2022 Q4	$5.34K	Hold	352	–	–	﹤0.01%	415
2022 Q3	$5K	Hold	352	–	–	﹤0.01%	417
2022 Q2	$5K	Hold	352	–	–	﹤0.01%	424
2022 Q1	$6K	Hold	352	–	–	﹤0.01%	415
2021 Q4	$5K	Hold	352	–	–	﹤0.01%	425
2021 Q3	$5K	Hold	352	–	–	﹤0.01%	414
2021 Q2	$5K	Hold	352	–	–	﹤0.01%	427
2021 Q1	$5K	Hold	352	–	–	﹤0.01%	421
2020 Q4	$5K	Hold	352	–	–	﹤0.01%	388
2020 Q3	$6K	Hold	352	–	–	﹤0.01%	373
2020 Q2	$5K	Hold	352	–	–	﹤0.01%	387
2020 Q1	$5K	Hold	352	–	–	﹤0.01%	365
2019 Q4	$8K	Hold	352	–	–	0.01%	348
2019 Q3	$8K	Hold	352	–	–	0.01%	349
2019 Q2	$9K	Hold	352	–	–	0.01%	347
2019 Q1	$8K	Hold	352	–	–	0.01%	357
2018 Q4	$7K	Hold	352	–	–	0.01%	357
2018 Q3	$8K	Sell	352 -1,552	-82%	-$35.3K	0.01%	366
2018 Q2	$45K	Buy	1,904 +40	+2%	+$945	0.03%	186
2018 Q1	$41K	Buy	1,864 +388	+26%	+$8.53K	0.03%	164
2017 Q4	$36K	Buy	1,476 +35	+2%	+$854	0.03%	174
2017 Q3	$38K	Buy	+1,441	New	+$38K	0.03%	161
2017 Q2	–	Sell	-1,340	Closed	-$36K	–	333
2017 Q1	$36K	Buy	1,340 +38	+3%	+$1.02K	0.03%	156
2016 Q4	$39K	Buy	1,302 +227	+21%	+$6.8K	0.04%	153
2016 Q3	$36K	Hold	1,075	–	–	0.03%	138
2016 Q2	$36K	Hold	1,075	–	–	0.04%	132
2016 Q1	$32K	Hold	1,075	–	–	0.03%	143
2015 Q4	$26K	Hold	1,075	–	–	0.03%	154
2015 Q3	$35K	Hold	1,075	–	–	0.04%	131
2015 Q2	$43K	Hold	1,075	–	–	0.04%	131
2015 Q1	$46K	Hold	1,075	–	–	0.04%	129
2014 Q4	$46K	Buy	+1,075	New	+$46K	0.04%	126