Legacy Financial Advisors’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 |
-500
| Closed | -$11K | – | 784 |
|
|
2019
Q1 | $11K | Sell |
500
-500
| -50% | -$11K | ﹤0.01% | 603 |
|
|
2018
Q4 | $19K | Hold |
1,000
| – | – | 0.01% | 428 |
|
|
2018
Q3 | $23K | Hold |
1,000
| – | – | 0.01% | 356 |
|
|
2018
Q2 | $23K | Hold |
1,000
| – | – | 0.01% | 356 |
|
|
2018
Q1 | $22K | Hold |
1,000
| – | – | 0.01% | 359 |
|
|
2017
Q4 | $24K | Buy |
+1,000
| New | +$24K | 0.01% | 341 |
|