Gupta Wealth Management’s Suburban Propane Partners SPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $16K | Buy |
+538
| New | +$16K | ﹤0.01% | 731 |
|
|
2015
Q4 | – | Sell |
-2,600
| Closed | -$85K | – | 1351 |
|
|
2015
Q3 | $85K | Buy |
2,600
+600
| +30% | +$19.6K | 0.02% | 365 |
|
|
2015
Q2 | $80K | Hold |
2,000
| – | – | 0.02% | 378 |
|
|
2015
Q1 | $86K | Buy |
+2,000
| New | +$86K | 0.03% | 323 |
|