Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-2,012
| Closed | -$45K | – | 1823 |
|
|
2019
Q1 | $45K | Buy |
2,012
+52
| +3% | +$1.16K | ﹤0.01% | 934 |
|
|
2018
Q4 | $38K | Buy |
1,960
+1,917
| +4,458% | +$37.2K | ﹤0.01% | 971 |
|
|
2018
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 2321 |
|
|
2018
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 2356 |
|
|
2018
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 2395 |
|
|
2017
Q4 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 2335 |
|
|
2016
Q4 | – | Sell |
-959
| Closed | -$32K | – | 1837 |
|
|
2016
Q3 | $32K | Buy |
959
+149
| +18% | +$4.97K | 0.01% | 912 |
|
|
2016
Q2 | $27K | Hold |
810
| – | – | ﹤0.01% | 900 |
|
|
2016
Q1 | $24K | Buy |
+810
| New | +$24K | ﹤0.01% | 907 |
|