JWM
Jacobus Wealth Management’s Suburban Propane Partners SPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $198K | Hold |
7,571
| – | – | 0.05% | 165 |
|
|
2017
Q2 | $180K | Hold |
7,571
| – | – | 0.05% | 171 |
|
|
2017
Q1 | $204K | Hold |
7,571
| – | – | 0.06% | 152 |
|
|
2016
Q4 | $228K | Sell |
7,571
-1,000
| -12% | -$30.1K | 0.07% | 147 |
|
|
2016
Q3 | $285K | Hold |
8,571
| – | – | 0.08% | 149 |
|
|
2016
Q2 | $286K | Hold |
8,571
| – | – | 0.09% | 140 |
|
|
2016
Q1 | $256K | Hold |
8,571
| – | – | 0.07% | 180 |
|
|
2015
Q4 | $208K | Hold |
8,571
| – | – | 0.06% | 202 |
|
|
2015
Q3 | $282K | Hold |
8,571
| – | – | 0.08% | 172 |
|
|
2015
Q2 | $342K | Hold |
8,571
| – | – | 0.08% | 163 |
|
|
2015
Q1 | $368K | Hold |
8,571
| – | – | 0.1% | 151 |
|
|
2014
Q4 | $371K | Hold |
8,571
| – | – | 0.1% | 147 |
|
|
2014
Q3 | $382K | Hold |
8,571
| – | – | 0.11% | 150 |
|
|
2014
Q2 | $394K | Hold |
8,571
| – | – | 0.1% | 160 |
|
|
2014
Q1 | $356K | Hold |
8,571
| – | – | 0.09% | 173 |
|
|
2013
Q4 | $402K | Buy |
+8,571
| New | +$402K | 0.12% | 142 |
|