Financial Architects (New Jersey)’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,500
| Closed | -$36K | – | 691 |
|
|
2020
Q2 | $36K | Hold |
2,500
| – | – | 0.01% | 468 |
|
|
2020
Q1 | $35K | Hold |
2,500
| – | – | 0.01% | 427 |
|
|
2019
Q4 | $55K | Hold |
2,500
| – | – | 0.01% | 416 |
|
|
2019
Q3 | $59K | Hold |
2,500
| – | – | 0.01% | 403 |
|
|
2019
Q2 | $61K | Buy |
+2,500
| New | +$61K | 0.01% | 415 |
|
|
2019
Q1 | – | Hold |
0
| – | -$48K | – | 516 |
|
|
2018
Q4 | – | Hold |
0
| – | -$79K | – | 498 |
|
|
2018
Q3 | – | Hold |
0
| – | -$79K | – | 458 |
|
|
2018
Q2 | – | Hold |
0
| – | -$74K | – | 455 |
|
|
2018
Q1 | – | Hold |
0
| – | -$81K | – | 470 |
|
|
2017
Q4 | – | Hold |
0
| – | -$98K | – | 486 |
|
|
2017
Q3 | – | Hold |
0
| – | -$76K | – | 459 |
|
|
2017
Q2 | – | Hold |
0
| – | -$87K | – | 495 |
|
|
2017
Q1 | – | Hold |
0
| – | -$97K | – | 465 |
|
|
2016
Q4 | – | Hold |
0
| – | -$113K | – | 400 |
|
|
2016
Q3 | – | Hold |
0
| – | -$113K | – | 365 |
|
|
2016
Q2 | – | Hold |
0
| – | -$94K | – | 342 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 288 |
|
|
2015
Q3 | – | Hold |
0
| – | -$116K | – | 790 |
|
|
2015
Q2 | – | Hold |
0
| – | -$140K | – | 274 |
|
|
2015
Q1 | – | Hold |
0
| – | -$129K | – | 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 | +$114K | 0.08% | 155 |
|