SWA
Sax Wealth Advisors’s Suburban Propane Partners SPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,742
| Closed | -$221K | – | 195 |
|
|
2023
Q3 | $221K | Hold |
13,742
| – | – | 0.04% | 166 |
|
|
2023
Q2 | $203K | Hold |
13,742
| – | – | 0.04% | 167 |
|
|
2023
Q1 | $211K | Hold |
13,742
| – | – | 0.05% | 166 |
|
|
2022
Q4 | $209K | Hold |
13,742
| – | – | 0.05% | 154 |
|
|
2022
Q3 | $207K | Hold |
13,742
| – | – | 0.05% | 149 |
|
|
2022
Q2 | $210K | Hold |
13,742
| – | – | 0.05% | 155 |
|
|
2022
Q1 | $221K | Sell |
13,742
-191
| -1% | -$3.07K | 0.05% | 159 |
|
|
2021
Q4 | $204K | Buy |
+13,933
| New | +$204K | 0.04% | 175 |
|