OneDigital Investment 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
Q3 | – | Sell |
-2,487
| Closed | -$60K | – | 1024 |
|
|
2019
Q2 | $60K | Hold |
2,487
| – | – | ﹤0.01% | 540 |
|
|
2019
Q1 | $56K | Hold |
2,487
| – | – | 0.01% | 477 |
|
|
2018
Q4 | $48K | Sell |
2,487
-550
| -18% | -$10.6K | 0.01% | 469 |
|
|
2018
Q3 | $72K | Hold |
3,037
| – | – | 0.02% | 330 |
|
|
2018
Q2 | $71K | Hold |
3,037
| – | – | 0.01% | 409 |
|
|
2018
Q1 | $67K | Hold |
3,037
| – | – | 0.01% | 445 |
|
|
2017
Q4 | $73K | Buy |
3,037
+550
| +22% | +$13.2K | 0.01% | 411 |
|
|
2017
Q3 | $65K | Sell |
2,487
-550
| -18% | -$14.4K | 0.02% | 318 |
|
|
2017
Q2 | $72K | Buy |
+3,037
| New | +$72K | 0.02% | 383 |
|