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BWL
Bogart Wealth LLC’s
Suburban Propane Partners
SPH
Stock Holding History
Bogart Wealth LLC’s Portfolio
SPH Stock Details
SPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-500
Closed
-$7.59K
–
1223
2022
Q4
$7.59K
Hold
500
–
–
﹤0.01%
597
2022
Q3
$8K
Hold
500
–
–
﹤0.01%
608
2022
Q2
$8K
Hold
500
–
–
﹤0.01%
582
2022
Q1
$8K
Hold
500
–
–
﹤0.01%
525
2021
Q4
$7K
Hold
500
–
–
﹤0.01%
520
2021
Q3
$8K
Hold
500
–
–
﹤0.01%
490
2021
Q2
$8K
Hold
500
–
–
﹤0.01%
472
2021
Q1
$7K
Hold
500
–
–
﹤0.01%
448
2020
Q4
$7K
Hold
500
–
–
﹤0.01%
362
2020
Q3
$8K
Hold
500
–
–
﹤0.01%
332
2020
Q2
$7K
Hold
500
–
–
﹤0.01%
327
2020
Q1
$7K
Buy
+500
New
+$9.72K
﹤0.01%
302
2018
Q1
–
Sell
-393
Closed
-$10K
–
366
2017
Q4
$10K
Hold
393
–
–
0.01%
235
2017
Q3
$10K
Buy
+393
New
+$9.6K
0.01%
231
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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