Mayflower 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,000
| Closed | -$190K | – | 379 |
|
2024
Q2 | $190K | Hold |
10,000
| – | – | 0.03% | 344 |
|
2024
Q1 | $204K | Hold |
10,000
| – | – | 0.03% | 340 |
|
2023
Q4 | $178K | Hold |
10,000
| – | – | 0.02% | 328 |
|
2023
Q3 | $161K | Hold |
10,000
| – | – | 0.02% | 324 |
|
2023
Q2 | $148K | Hold |
10,000
| – | – | 0.02% | 342 |
|
2023
Q1 | $153K | Hold |
10,000
| – | – | 0.02% | 335 |
|
2022
Q4 | $152K | Hold |
10,000
| – | – | 0.02% | 330 |
|
2022
Q3 | $151K | Hold |
10,000
| – | – | 0.02% | 313 |
|
2022
Q2 | $153K | Hold |
10,000
| – | – | 0.02% | 309 |
|
2022
Q1 | $161K | Hold |
10,000
| – | – | 0.02% | 336 |
|
2021
Q4 | $147K | Hold |
10,000
| – | – | 0.02% | 330 |
|
2021
Q3 | $161K | Hold |
10,000
| – | – | 0.02% | 321 |
|
2021
Q2 | $153K | Hold |
10,000
| – | – | 0.02% | 305 |
|
2021
Q1 | $148K | Hold |
10,000
| – | – | 0.02% | 282 |
|
2020
Q4 | $149K | Buy |
+10,000
| New | +$149K | 0.03% | 266 |
|