Bourgeon Capital Management’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,725
| Closed | -$56K | – | 460 |
|
|
2022
Q3 | $56K | Hold |
3,725
| – | – | 0.02% | 132 |
|
|
2022
Q2 | $57K | Hold |
3,725
| – | – | 0.02% | 135 |
|
|
2022
Q1 | $60K | Hold |
3,725
| – | – | 0.01% | 138 |
|
|
2021
Q4 | $55K | Sell |
3,725
-1,480
| -28% | -$21.9K | 0.01% | 148 |
|
|
2021
Q3 | $80K | Buy |
+5,205
| New | +$80K | 0.02% | 140 |
|