Selective Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,833	Closed	-$58K	–	641
2022 Q3	$58K	Hold	3,833	–	–	0.02%	283
2022 Q2	$58K	Buy	3,833 +700	+22%	+$11.6K	0.02%	299
2022 Q1	$50K	Hold	3,133	–	–	0.02%	299
2021 Q4	$46K	Sell	3,133 -140	-4%	-$2.12K	0.02%	282
2021 Q3	$50K	Sell	3,273 -1,500	-31%	-$23.2K	0.03%	253
2021 Q2	$73K	Sell	4,773 -1,900	-28%	-$28.4K	0.06%	145
2021 Q1	$99K	Buy	6,673 +5,500	+469%	+$83.2K	0.09%	83
2020 Q4	$17K	Hold	1,173	–	–	0.01%	199
2020 Q3	$19K	Sell	1,173 -6,470	-85%	-$88.7K	0.01%	162
2020 Q2	$109K	Sell	7,643 -2,821	-27%	-$40.4K	0.09%	72
2020 Q1	$148K	Sell	10,464 -2,739	-21%	-$53.2K	0.26%	31
2019 Q4	$288K	Sell	13,203 -82	-0.6%	-$1.88K	0.35%	19
2019 Q3	$314K	Sell	13,285 -9,602	-42%	-$227K	0.43%	19
2019 Q2	$556K	Buy	22,887 +6,244	+38%	+$145K	1%	15
2019 Q1	$373K	Buy	+16,643	New	+$367K	0.45%	17
2018 Q3	$499K	Buy	+21,217	New	+$496K	5.97%	3