WWM
Willingdon Wealth Management’s Suburban Propane Partners SPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Hold |
0
| – | – | – | 129 |
|
|
2017
Q1 | – | Sell |
-17,503
| Closed | -$526K | – | 101 |
|
|
2016
Q4 | $526K | Sell |
17,503
-39,438
| -69% | -$1.19M | 0.25% | 95 |
|
|
2016
Q3 | $1.9M | Buy |
56,941
+25,482
| +81% | +$848K | 0.96% | 41 |
|
|
2016
Q2 | $1.05M | Buy |
+31,459
| New | +$1.05M | 0.54% | 77 |
|