LA
Legacy Advisors’s Suburban Propane Partners SPH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-500
| Closed | -$12K | – | 499 |
|
2018
Q2 | $12K | Sell |
500
-9,000
| -95% | -$216K | 0.01% | 294 |
|
2018
Q1 | $212K | Buy |
9,500
+1,500
| +19% | +$33.5K | 0.16% | 78 |
|
2017
Q4 | $193K | Buy |
+8,000
| New | +$193K | 0.19% | 57 |
|
2017
Q3 | – | Sell |
-8,000
| Closed | -$190K | – | 362 |
|
2017
Q2 | $190K | Buy |
8,000
+3,500
| +78% | +$83.1K | 0.24% | 48 |
|
2017
Q1 | $121K | Buy |
+4,500
| New | +$121K | 0.16% | 62 |
|