Edge Wealth Management’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-216
| Closed | -$3K | – | 404 |
|
|
2021
Q4 | $3K | Hold |
216
| – | – | ﹤0.01% | 399 |
|
|
2021
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 406 |
|
|
2021
Q2 | $3K | Hold |
216
| – | – | ﹤0.01% | 378 |
|
|
2021
Q1 | $3K | Hold |
216
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $3K | Hold |
216
| – | – | ﹤0.01% | 320 |
|
|
2020
Q3 | $4K | Hold |
216
| – | – | ﹤0.01% | 367 |
|
|
2020
Q2 | $3K | Hold |
216
| – | – | ﹤0.01% | 596 |
|
|
2020
Q1 | $3K | Hold |
216
| – | – | ﹤0.01% | 524 |
|
|
2019
Q4 | $5K | Hold |
216
| – | – | ﹤0.01% | 492 |
|
|
2019
Q3 | $5K | Hold |
216
| – | – | ﹤0.01% | 483 |
|
|
2019
Q2 | $5K | Hold |
216
| – | – | ﹤0.01% | 487 |
|
|
2019
Q1 | $5K | Hold |
216
| – | – | ﹤0.01% | 473 |
|
|
2018
Q4 | $4K | Hold |
216
| – | – | ﹤0.01% | 494 |
|
|
2018
Q3 | $5K | Hold |
216
| – | – | ﹤0.01% | 507 |
|
|
2018
Q2 | $5K | Hold |
216
| – | – | ﹤0.01% | 492 |
|
|
2018
Q1 | $5K | Hold |
216
| – | – | ﹤0.01% | 457 |
|
|
2017
Q4 | $5K | Hold |
216
| – | – | ﹤0.01% | 448 |
|
|
2017
Q3 | $6K | Hold |
216
| – | – | ﹤0.01% | 429 |
|
|
2017
Q2 | $5K | Hold |
216
| – | – | ﹤0.01% | 435 |
|
|
2017
Q1 | $6K | Hold |
216
| – | – | ﹤0.01% | 402 |
|
|
2016
Q4 | $6K | Sell |
216
-200
| -48% | -$6.12K | ﹤0.01% | 384 |
|
|
2016
Q3 | $14K | Hold |
416
| – | – | 0.01% | 302 |
|
|
2016
Q2 | $14K | Hold |
416
| – | – | 0.01% | 290 |
|
|
2016
Q1 | $12K | Hold |
416
| – | – | 0.01% | 271 |
|
|
2015
Q4 | $10K | Hold |
416
| – | – | ﹤0.01% | 290 |
|
|
2015
Q3 | $13K | Hold |
416
| – | – | ﹤0.01% | 270 |
|
|
2015
Q2 | $17K | Hold |
416
| – | – | 0.01% | 259 |
|
|
2015
Q1 | $17K | Hold |
416
| – | – | 0.01% | 259 |
|
|
2014
Q4 | $18K | Hold |
416
| – | – | 0.01% | 267 |
|
|
2014
Q3 | $19K | Hold |
416
| – | – | 0.01% | 264 |
|
|
2014
Q2 | $19K | Hold |
416
| – | – | 0.01% | 253 |
|
|
2014
Q1 | $17K | Hold |
416
| – | – | 0.01% | 253 |
|
|
2013
Q4 | $20K | Hold |
416
| – | – | 0.01% | 224 |
|
|
2013
Q3 | $19K | Hold |
416
| – | – | 0.01% | 202 |
|
|
2013
Q2 | $19K | Buy |
+416
| New | +$19.7K | 0.01% | 190 |
|
Other funds holding SPH
BHC
EIP
N
LCS