180 Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,921
| Closed | -$285K | – | 277 |
|
|
2019
Q3 | $285K | Sell |
1,921
-1,548
| -45% | -$230K | 0.13% | 198 |
|
|
2019
Q2 | $546K | Sell |
3,469
-136
| -4% | -$21.4K | 0.25% | 120 |
|
|
2019
Q1 | $627K | Sell |
3,605
-492
| -12% | -$85.6K | 0.28% | 98 |
|
|
2018
Q4 | $724K | Sell |
4,097
-165
| -4% | -$29.2K | 0.34% | 91 |
|
|
2018
Q3 | $753K | Buy |
4,262
+1,135
| +36% | +$201K | 0.35% | 90 |
|
|
2018
Q2 | $532K | Buy |
+3,127
| New | +$532K | 0.26% | 117 |
|