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WealthPLAN Partners’s Suburban Propane Partners SPH Stock Holding History

WealthPLAN Partners’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-800
Closed -$11.8K – 1041
2023
Q2 		$11.8K Buy
+800
New +$12.1K ﹤0.01% 763
2016
Q3 		– Sell
-463
Closed -$15 – 1065
2016
Q2 		$15 Buy
+463
New +$14.7K ﹤0.01% 2499
2015
Q4 		$48 Buy
+2,000
New +$61.2K ﹤0.01% 1662

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BHC
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Goldman Sachs
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Susquehanna International Group
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EIP
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LCS
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