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Golden State Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Golden State Wealth Management’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,700
Closed -$60K – 394
2020
Q3 		$60K Buy
+3,700
New +$50.7K 0.02% 314
2020
Q2 		– Sell
-1,000
Closed -$14K – 791
2020
Q1 		$14K Buy
+1,000
New +$19.4K 0.01% 560
2019
Q4 		– Sell
-1,000
Closed -$24K – 795
2019
Q3 		$24K Hold
1,000
– – 0.01% 586
2019
Q2 		$24K Hold
1,000
– – 0.01% 589
2019
Q1 		$22K Buy
+1,000
New +$22.1K 0.01% 609

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UBS Group
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SOMRS
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ClearBridge Investments
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Barclays
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Hotchkis & Wiley Capital Management
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EIP
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return