Focused Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-500	Closed	-$8.88K	–	810
2023 Q4	$8.88K	Hold	500	–	–	﹤0.01%	564
2023 Q3	$8.03K	Hold	500	–	–	﹤0.01%	547
2023 Q2	$7.4K	Hold	500	–	–	﹤0.01%	572
2023 Q1	$7.66K	Hold	500	–	–	﹤0.01%	568
2022 Q4	$7.59K	Hold	500	–	–	﹤0.01%	550
2022 Q3	$8K	Hold	500	–	–	﹤0.01%	522
2022 Q2	$8K	Hold	500	–	–	﹤0.01%	513
2022 Q1	$8K	Hold	500	–	–	﹤0.01%	561
2021 Q4	$7K	Hold	500	–	–	﹤0.01%	619
2021 Q3	$8K	Sell	500 -400	-44%	-$6.4K	﹤0.01%	604
2021 Q2	$14K	Sell	900 -3,275	-78%	-$50.9K	﹤0.01%	535
2021 Q1	$62K	Sell	4,175 -120	-3%	-$1.78K	0.01%	339
2020 Q4	$64K	Buy	4,295 +4,175	+3,479%	+$62.2K	0.01%	323
2020 Q3	$2K	Hold	120	–	–	﹤0.01%	655
2020 Q2	$2K	Hold	120	–	–	﹤0.01%	639
2020 Q1	$2K	Hold	120	–	–	﹤0.01%	599
2019 Q4	$3K	Hold	120	–	–	﹤0.01%	602
2019 Q3	$3K	Hold	120	–	–	﹤0.01%	594
2019 Q2	$3K	Hold	120	–	–	﹤0.01%	620
2019 Q1	$3K	Hold	120	–	–	﹤0.01%	584
2018 Q4	$2K	Hold	120	–	–	﹤0.01%	604
2018 Q3	$3K	Hold	120	–	–	﹤0.01%	547
2018 Q2	$3K	Hold	120	–	–	﹤0.01%	550
2018 Q1	$3K	Hold	120	–	–	﹤0.01%	585
2017 Q4	$3K	Hold	120	–	–	﹤0.01%	583
2017 Q3	$3K	Hold	120	–	–	﹤0.01%	549
2017 Q2	$3K	Hold	120	–	–	﹤0.01%	599
2017 Q1	$3K	Hold	120	–	–	﹤0.01%	585
2016 Q4	$4K	Hold	120	–	–	﹤0.01%	568
2016 Q3	$4K	Hold	120	–	–	﹤0.01%	557
2016 Q2	$4K	Hold	120	–	–	﹤0.01%	548
2016 Q1	$4K	Hold	120	–	–	﹤0.01%	510
2015 Q4	$3K	Buy	+120	New	+$3K	﹤0.01%	556