MWC
MBM Wealth Consultants’s Suburban Propane Partners SPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,810
| Closed | -$89K | – | 250 |
|
|
2023
Q1 | $89K | Hold |
5,810
| – | – | 0.04% | 131 |
|
|
2022
Q4 | $88K | Hold |
5,810
| – | – | 0.04% | 137 |
|
|
2022
Q3 | $90K | Hold |
5,810
| – | – | 0.04% | 119 |
|
|
2022
Q2 | $89K | Hold |
5,810
| – | – | 0.04% | 113 |
|
|
2022
Q1 | $94K | Sell |
5,810
-4,581
| -44% | -$74.1K | 0.04% | 132 |
|
|
2021
Q4 | $160K | Hold |
10,391
| – | – | 0.07% | 106 |
|
|
2021
Q3 | $160K | Hold |
10,391
| – | – | 0.07% | 111 |
|
|
2021
Q2 | $159K | Hold |
10,391
| – | – | 0.07% | 109 |
|
|
2021
Q1 | $154K | Buy |
10,391
+8,591
| +477% | +$127K | 0.08% | 102 |
|
|
2020
Q4 | $27K | Hold |
1,800
| – | – | 0.01% | 158 |
|
|
2020
Q3 | $29K | Buy |
+1,800
| New | +$29K | 0.02% | 152 |
|