WR Wealth Planners’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$9.5K | – | 1200 |
|
|
2024
Q2 | $9.5K | Hold |
500
| – | – | ﹤0.01% | 601 |
|
|
2024
Q1 | $10.2K | Buy |
+500
| New | +$10.2K | ﹤0.01% | 595 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$8.03K | – | 761 |
|
|
2023
Q3 | $8.03K | Hold |
500
| – | – | ﹤0.01% | 610 |
|
|
2023
Q2 | $7.4K | Hold |
500
| – | – | ﹤0.01% | 622 |
|
|
2023
Q1 | $7.66K | Buy |
+500
| New | +$7.66K | ﹤0.01% | 615 |
|
|
2022
Q2 | – | Sell |
-721
| Closed | -$11.6K | – | 542 |
|
|
2022
Q1 | $11.6K | Buy |
+721
| New | +$11.6K | 0.01% | 281 |
|