Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,700
| Closed | -$60K | – | 394 |
|
|
2020
Q3 | $60K | Buy |
+3,700
| New | +$60K | 0.02% | 314 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$14K | – | 777 |
|
|
2020
Q1 | $14K | Buy |
+1,000
| New | +$14K | 0.01% | 560 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$24K | – | 780 |
|
|
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 | +$22K | 0.01% | 609 |
|