M Holdings Securities’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,586
| Closed | -$224K | – | 176 |
|
|
2023
Q4 | $224K | Hold |
12,586
| – | – | 0.03% | 179 |
|
|
2023
Q3 | $202K | Buy |
+12,586
| New | +$202K | 0.03% | 196 |
|
|
2023
Q2 | – | Sell |
-12,486
| Closed | -$191K | – | 396 |
|
|
2023
Q1 | $191K | Sell |
12,486
-650
| -5% | -$9.94K | 0.02% | 315 |
|
|
2022
Q4 | $199K | Buy |
13,136
+350
| +3% | +$5.3K | 0.02% | 424 |
|
|
2022
Q3 | $192K | Buy |
+12,786
| New | +$192K | 0.02% | 407 |
|