Selective Wealth Management, Inc. Suburban Propane Partners LP Transaction History

Selective Wealth Management, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	BUY	$14.59 - $17.55 $10,213 - $12,285	700 Added 22.34%	3,833 $58,000
Q4 2021 Jan 18, 2022	SELL	$14.02 - $16.14 $1,962 - $2,259	-140 Reduced 4.28%	3,133 $46,000
Q3 2021 Oct 27, 2021	SELL	$15.07 - $16.31 $22,605 - $24,464	-1,500 Reduced 31.43%	3,273 $50,000
Q2 2021 Aug 04, 2021	SELL	$14.5 - $15.65 $27,550 - $29,735	-1,900 Reduced 28.47%	4,773 $73,000
Q1 2021 Apr 09, 2021	BUY	$14.58 - $16.2 $80,190 - $89,100	5,500 Added 468.88%	6,673 $99,000
Q3 2020 Oct 21, 2020	SELL	$12.58 - $16.28 $81,392 - $105,331	-6,470 Reduced 84.65%	1,173 $19,000
Q2 2020 Jul 15, 2020	SELL	$12.96 - $16.85 $36,560 - $47,533	-2,821 Reduced 26.96%	7,643 $109,000
Q1 2020 Apr 16, 2020	SELL	$10.45 - $22.82 $28,622 - $62,503	-2,739 Reduced 20.75%	10,464 $148,000
Q4 2019 Jan 10, 2020	SELL	$21.81 - $24.41 $1,788 - $2,001	-82 Reduced 0.62%	13,203 $288,000
Q3 2019 Oct 29, 2019	SELL	$22.39 - $24.56 $214,988 - $235,825	-9,602 Reduced 41.95%	13,285 $314,000
Q2 2019 Jul 16, 2019	BUY	$22.47 - $24.63 $140,302 - $153,789	6,244 Added 37.52%	22,887 $556,000
Q1 2019 Apr 04, 2019	SELL	$19.43 - $23.38 $88,872 - $106,940	-4,574 Reduced 21.56%	16,643 $373,000
Q3 2018 Oct 12, 2018	BUY	$22.55 - $24.44 $478,443 - $518,543	21,217 New	21,217 $499,000

147

22.7M

41.1K

71.5K

Ticker SPH
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 62,986,900
Market Cap $1.33B
Description
Suburban Propane Partners, L.P., through its subsidiaries, engages in the retail marketing and distribution of propane, fuel oil, and refined fuels. The company operates in four segments: Propane, Fuel Oil and Refined Fuels, Natural Gas and Electricity, and All Other. The Propane segment is involved in the retail distribution of propane to resid...

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Selective Wealth Management, Inc. with notifications on news.