CWM
Compass Wealth Management’s Suburban Propane Partners SPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,500
| Closed | -$31.5K | – | 367 |
|
|
2025
Q1 | $31.5K | Hold |
1,500
| – | – | 0.01% | 288 |
|
|
2024
Q4 | $25.8K | Hold |
1,500
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $26.9K | Hold |
1,500
| – | – | 0.01% | 305 |
|
|
2024
Q2 | $28.5K | Hold |
1,500
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $30.6K | Hold |
1,500
| – | – | 0.01% | 289 |
|
|
2023
Q4 | $26.6K | Hold |
1,500
| – | – | 0.01% | 293 |
|
|
2023
Q3 | $24.1K | Hold |
1,500
| – | – | 0.01% | 299 |
|
|
2023
Q2 | $22.2K | Hold |
1,500
| – | – | 0.01% | 321 |
|
|
2023
Q1 | $23K | Hold |
1,500
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $22.8K | Buy |
+1,500
| New | +$22.8K | 0.01% | 303 |
|