Icon Wealth Partners’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,573
| Closed | -$80K | – | 680 |
|
|
2019
Q1 | $80K | Buy |
+3,573
| New | +$80K | 0.03% | 272 |
|
|
2018
Q3 | – | Sell |
-3,573
| Closed | -$84K | – | 657 |
|
|
2018
Q2 | $84K | Buy |
+3,573
| New | +$84K | 0.04% | 274 |
|
|
2018
Q1 | – | Sell |
-3,488
| Closed | -$84K | – | 656 |
|
|
2017
Q4 | $84K | Buy |
+3,488
| New | +$84K | 0.04% | 305 |
|