Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,500
| Closed | -$36K | – | 692 |
|
|
2020
Q2 | $36K | Hold |
2,500
| – | – | 0.01% | 469 |
|
|
2020
Q1 | $35K | Hold |
2,500
| – | – | 0.01% | 428 |
|
|
2019
Q4 | $55K | Hold |
2,500
| – | – | 0.01% | 416 |
|
|
2019
Q3 | $59K | Hold |
2,500
| – | – | 0.01% | 407 |
|
|
2019
Q2 | $61K | Buy |
+2,500
| New | +$58.1K | 0.01% | 469 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 578 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 554 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 526 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 455 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 523 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 547 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 505 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 556 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 504 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 402 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 368 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 342 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 291 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 278 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 242 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 218 |
|
|
2013
Q4 | – | Sell |
-2,488
| Closed | -$115K | – | 504 |
|
|
2013
Q3 | $115K | Hold |
2,488
| – | – | 0.07% | 166 |
|
|
2013
Q2 | $114K | Buy |
+2,488
| New | +$118K | 0.08% | 155 |
|
Other funds holding SPH
SOMRS
EIP