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Atlas Private Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Atlas Private Wealth Management’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,164
Closed -$17K – 336
2021
Q1 		$17K Hold
1,164
– – 0.01% 271
2020
Q4 		$17K Hold
1,164
– – 0.01% 272
2020
Q3 		$19K Hold
1,164
– – 0.01% 258
2020
Q2 		$17K Hold
1,164
– – 0.01% 285
2020
Q1 		$16K Buy
1,164
+1
+0.1% +$19 0.01% 272
2019
Q4 		$25K Buy
+1,163
New +$26.7K 0.02% 267

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SOMRS
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Barclays
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EIP
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Goldman Sachs
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return