Atwood & Palmer’s Suburban Propane Partners SPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-787
Closed -$15K 334
2018
Q4
$15K Buy
+787
New +$17.7K ﹤0.01% 229
2018
Q1
Sell
-10,365
Closed -$251K 300
2017
Q4
$251K Buy
+10,365
New +$258K 0.04% 114
2017
Q1
Sell
-1,500
Closed -$45K 332
2016
Q4
$45K Hold
1,500
0.01% 174
2016
Q3
$50K Sell
1,500
-1,500
-50% -$50.6K 0.01% 170
2016
Q2
$100K Hold
3,000
0.02% 149
2016
Q1
$90K Sell
3,000
-1,300
-30% -$34.2K 0.02% 146
2015
Q4
$105K Hold
4,300
0.02% 158
2015
Q3
$141K Sell
4,300
-2,000
-32% -$73.6K 0.03% 138
2015
Q2
$251K Hold
6,300
0.05% 117
2015
Q1
$271K Sell
6,300
-6,000
-49% -$265K 0.05% 109
2014
Q4
$532K Buy
12,300
+12,000
+4,000% +$533K 0.1% 92
2014
Q3
$13K Hold
300
﹤0.01% 285
2014
Q2
$14K Buy
+300
New +$13.5K ﹤0.01% 254
2014
Q1
Sell
-5,800
Closed -$272K 117
2013
Q4
$272K Sell
5,800
-4,000
-41% -$186K 0.07% 99
2013
Q3
$459K Sell
9,800
-9,500
-49% -$445K 0.13% 76
2013
Q2
$896K Buy
+19,300
New +$912K 0.24% 48

Other funds holding SPH