IWP
SPH icon

Icon Wealth Partners’s Suburban Propane Partners SPH Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-3,573
Closed -$80K – 680
2019
Q1 		$80K Buy
+3,573
New +$78.9K 0.03% 272
2018
Q3 		– Sell
-3,573
Closed -$84K – 657
2018
Q2 		$84K Buy
+3,573
New +$82.2K 0.04% 274
2018
Q1 		– Sell
-3,488
Closed -$84K – 656
2017
Q4 		$84K Buy
+3,488
New +$86.9K 0.04% 305

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EIP
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CIBC Private Wealth Group
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Cohen & Steers
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