Gary Goldberg Planning Services’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $194K | Sell |
4,486
-1,005
| -18% | -$43.5K | 0.08% | 107 |
|
|
2014
Q3 | $245K | Hold |
5,491
| – | – | 0.1% | 103 |
|
|
2014
Q2 | $253K | Hold |
5,491
| – | – | 0.11% | 100 |
|
|
2014
Q1 | $228K | Buy |
5,491
+1,000
| +22% | +$41.5K | 0.11% | 97 |
|
|
2013
Q4 | $211K | Buy |
4,491
+115
| +3% | +$5.4K | 0.12% | 92 |
|
|
2013
Q3 | $205K | Buy |
4,376
+2,615
| +148% | +$123K | 0.12% | 92 |
|
|
2013
Q2 | $82K | Buy |
+1,761
| New | +$82K | 0.05% | 137 |
|