Abner Herrman & Brock’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-1,238
| Closed | -$213K | – | 136 |
|
2017
Q1 | $213K | Sell |
1,238
-103
| -8% | -$17.7K | 0.04% | 115 |
|
2016
Q4 | $247K | Hold |
1,341
| – | – | 0.05% | 106 |
|
2016
Q3 | $278K | Hold |
1,341
| – | – | 0.06% | 100 |
|
2016
Q2 | $297K | Buy |
1,341
+1
| +0.1% | +$221 | 0.07% | 91 |
|
2016
Q1 | $278K | Buy |
+1,340
| New | +$278K | 0.07% | 90 |
|