SWA
SOA Wealth Advisors’s Suburban Propane Partners SPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34
| Closed | -$521 | – | 973 |
|
|
2023
Q1 | $521 | Hold |
34
| – | – | ﹤0.01% | 840 |
|
|
2022
Q4 | $516 | Hold |
34
| – | – | ﹤0.01% | 843 |
|
|
2022
Q3 | $0 | Hold |
34
| – | – | ﹤0.01% | 985 |
|
|
2022
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q1 | $0 | Hold |
34
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q4 | $0 | Buy |
+34
| New | – | ﹤0.01% | 980 |
|