BAM
Bruderman Asset Management’s Suburban Propane Partners SPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,217
| Closed | -$139K | – | 489 |
|
|
2019
Q1 | $139K | Buy |
6,217
+36
| +0.6% | +$805 | 0.03% | 151 |
|
|
2018
Q4 | $119K | Buy |
6,181
+943
| +18% | +$18.2K | 0.03% | 154 |
|
|
2018
Q3 | $123K | Buy |
5,238
+7
| +0.1% | +$164 | 0.03% | 139 |
|
|
2018
Q2 | $123K | Buy |
5,231
+32
| +0.6% | +$752 | 0.03% | 139 |
|
|
2018
Q1 | $114K | Buy |
+5,199
| New | +$114K | 0.03% | 159 |
|
|
2017
Q3 | – | Sell |
-5,103
| Closed | -$121K | – | 286 |
|
|
2017
Q2 | $121K | Buy |
+5,103
| New | +$121K | 0.03% | 139 |
|
|
2017
Q1 | – | Sell |
-4,788
| Closed | -$144K | – | 281 |
|
|
2016
Q4 | $144K | Buy |
4,788
+307
| +7% | +$9.23K | 0.04% | 130 |
|
|
2016
Q3 | $149K | Buy |
4,481
+1,085
| +32% | +$36.1K | 0.04% | 134 |
|
|
2016
Q2 | $113K | Hold |
3,396
| – | – | 0.04% | 152 |
|
|
2016
Q1 | $101K | Hold |
3,396
| – | – | 0.04% | 149 |
|
|
2015
Q4 | $83K | Hold |
3,396
| – | – | 0.03% | 167 |
|
|
2015
Q3 | $112K | Sell |
3,396
-950
| -22% | -$31.3K | 0.04% | 138 |
|
|
2015
Q2 | $173K | Hold |
4,346
| – | – | 0.07% | 122 |
|
|
2015
Q1 | $187K | Buy |
+4,346
| New | +$187K | 0.07% | 115 |
|