Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-162
| Closed | -$5K | – | 893 |
|
|
2016
Q3 | $5K | Hold |
162
| – | – | ﹤0.01% | 911 |
|
|
2016
Q2 | $5K | Hold |
162
| – | – | ﹤0.01% | 926 |
|
|
2016
Q1 | $5K | Hold |
162
| – | – | ﹤0.01% | 850 |
|
|
2015
Q4 | $4K | Hold |
162
| – | – | ﹤0.01% | 982 |
|
|
2015
Q3 | $5K | Hold |
162
| – | – | ﹤0.01% | 947 |
|
|
2015
Q2 | $6K | Hold |
162
| – | – | ﹤0.01% | 919 |
|
|
2015
Q1 | $6K | Buy |
+162
| New | +$6K | ﹤0.01% | 903 |
|