J.P. Morgan Private Wealth Advisors’s Suburban Propane Partners SPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.66M | Buy |
103,562
+13,770
| +15% | +$221K | ﹤0.01% | 808 |
|
|
2023
Q2 | $1.33M | Sell |
89,792
-1,500
| -2% | -$22.2K | 0.01% | 685 |
|
|
2023
Q1 | $1.4M | Sell |
91,292
-13,659
| -13% | -$209K | ﹤0.01% | 1016 |
|
|
2022
Q4 | $1.59M | Buy |
104,951
+1,692
| +2% | +$25.7K | ﹤0.01% | 933 |
|
|
2022
Q3 | $1.55M | Buy |
103,259
+14,122
| +16% | +$213K | ﹤0.01% | 936 |
|
|
2022
Q2 | $1.36M | Buy |
89,137
+30,018
| +51% | +$458K | ﹤0.01% | 988 |
|
|
2022
Q1 | $952K | Hold |
59,119
| – | – | ﹤0.01% | 1243 |
|
|
2021
Q4 | $866K | Buy |
59,119
+278
| +0.5% | +$4.07K | ﹤0.01% | 1319 |
|
|
2021
Q3 | $903K | Sell |
58,841
-325
| -0.5% | -$4.99K | ﹤0.01% | 1264 |
|
|
2021
Q2 | $908K | Sell |
59,166
-815
| -1% | -$12.5K | ﹤0.01% | 1240 |
|
|
2021
Q1 | $889K | Buy |
59,981
+5,000
| +9% | +$74.1K | ﹤0.01% | 1096 |
|
|
2020
Q4 | $817K | Buy |
54,981
+815
| +2% | +$12.1K | ﹤0.01% | 1083 |
|
|
2020
Q3 | $882K | Buy |
54,166
+600
| +1% | +$9.77K | ﹤0.01% | 934 |
|
|
2020
Q2 | $766K | Hold |
53,566
| – | – | ﹤0.01% | 907 |
|
|
2020
Q1 | $757K | Buy |
53,566
+502
| +0.9% | +$7.09K | ﹤0.01% | 800 |
|
|
2019
Q4 | $1.16M | Hold |
53,064
| – | – | 0.01% | 752 |
|
|
2019
Q3 | $1.25M | Hold |
53,064
| – | – | 0.01% | 695 |
|
|
2019
Q2 | $1.29M | Buy |
53,064
+22,572
| +74% | +$548K | 0.01% | 685 |
|
|
2019
Q1 | $683K | Buy |
30,492
+3,000
| +11% | +$67.2K | ﹤0.01% | 909 |
|
|
2018
Q4 | $530K | Buy |
27,492
+6,937
| +34% | +$134K | ﹤0.01% | 946 |
|
|
2018
Q3 | $484K | Buy |
20,555
+773
| +4% | +$18.2K | ﹤0.01% | 1083 |
|
|
2018
Q2 | $465K | Buy |
+19,782
| New | +$465K | ﹤0.01% | 1029 |
|
|
2015
Q2 | – | Sell |
-5,081
| Closed | -$218K | – | 1129 |
|
|
2015
Q1 | $218K | Sell |
5,081
-1,050
| -17% | -$45.1K | ﹤0.01% | 1010 |
|
|
2014
Q4 | $265K | Buy |
6,131
+1,050
| +21% | +$45.4K | ﹤0.01% | 916 |
|
|
2014
Q3 | $226K | Sell |
5,081
-454
| -8% | -$20.2K | ﹤0.01% | 941 |
|
|
2014
Q2 | $255K | Buy |
5,535
+454
| +9% | +$20.9K | ﹤0.01% | 746 |
|
|
2014
Q1 | $211K | Sell |
5,081
-1,800
| -26% | -$74.7K | ﹤0.01% | 797 |
|
|
2013
Q4 | $323K | Buy |
+6,881
| New | +$323K | 0.01% | 522 |
|