WFG Advisors’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-8
| Closed | – | – | 1678 |
|
|
2016
Q1 | $0 | Sell |
8
-208
| -96% | – | ﹤0.01% | 1665 |
|
|
2015
Q4 | $5K | Hold |
216
| – | – | ﹤0.01% | 1236 |
|
|
2015
Q3 | $7K | Sell |
216
-56
| -21% | -$1.82K | ﹤0.01% | 1191 |
|
|
2015
Q2 | $11K | Sell |
272
-223
| -45% | -$9.02K | ﹤0.01% | 1165 |
|
|
2015
Q1 | $21K | Sell |
495
-3,916
| -89% | -$166K | 0.01% | 975 |
|
|
2014
Q4 | $191K | Sell |
4,411
-217
| -5% | -$9.4K | 0.04% | 438 |
|
|
2014
Q3 | $206K | Sell |
4,628
-421
| -8% | -$18.7K | 0.04% | 440 |
|
|
2014
Q2 | $232K | Buy |
5,049
+201
| +4% | +$9.24K | 0.04% | 422 |
|
|
2014
Q1 | $201K | Sell |
4,848
-243
| -5% | -$10.1K | 0.04% | 428 |
|
|
2013
Q4 | $239K | Sell |
5,091
-223
| -4% | -$10.5K | 0.03% | 476 |
|
|
2013
Q3 | $249K | Sell |
5,314
-81
| -2% | -$3.8K | 0.04% | 428 |
|
|
2013
Q2 | $251K | Buy |
+5,395
| New | +$251K | 0.04% | 414 |
|