Capital Advisory Group Advisory Services’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,407
| Closed | -$154K | – | 151 |
|
|
2023
Q2 | $154K | Buy |
+10,407
| New | +$154K | 0.11% | 73 |
|
|
2022
Q2 | – | Sell |
-5,759
| Closed | -$93K | – | 445 |
|
|
2022
Q1 | $93K | Buy |
+5,759
| New | +$93K | 0.04% | 204 |
|
|
2018
Q2 | – | Sell |
-2,500
| Closed | -$55K | – | 375 |
|
|
2018
Q1 | $55K | Buy |
+2,500
| New | +$55K | 0.04% | 135 |
|