Advisor Group’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$4.63M Buy
31,120
+18,021
+138% +$2.68M 0.03% 442
2019
Q3
$2.04M Sell
13,099
-3,552
-21% -$553K 0.02% 745
2019
Q2
$2.66M Buy
16,651
+2,024
+14% +$323K 0.02% 635
2019
Q1
$2.67M Sell
14,627
-15
-0.1% -$2.74K 0.02% 615
2018
Q4
$2.46M Buy
14,642
+3,278
+29% +$551K 0.02% 553
2018
Q3
$2.01M Buy
11,364
+4,351
+62% +$769K 0.02% 636
2018
Q2
$1.19M Buy
7,013
+30
+0.4% +$5.1K 0.02% 771
2018
Q1
$1.08M Sell
6,983
-310
-4% -$47.9K 0.01% 815
2017
Q4
$1.25M Sell
7,293
-455
-6% -$78.2K 0.02% 757
2017
Q3
$1.25M Sell
7,748
-325
-4% -$52.3K 0.02% 695
2017
Q2
$1.31M Buy
8,073
+1,222
+18% +$198K 0.02% 625
2017
Q1
$1.18M Buy
6,851
+1,018
+17% +$175K 0.02% 639
2016
Q4
$1.04M Buy
5,833
+67
+1% +$11.9K 0.02% 643
2016
Q3
$1.19M Buy
5,766
+318
+6% +$65.9K 0.03% 573
2016
Q2
$1.18M Buy
+5,448
New +$1.18M 0.03% 556