AP
Advisor Partners’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1M | Buy |
10,559
+1,532
| +17% | +$145K | 0.07% | 288 |
|
|
2022
Q1 | $1.19M | Sell |
9,027
-1,004
| -10% | -$132K | 0.07% | 260 |
|
|
2021
Q4 | $1.6M | Buy |
10,031
+1,032
| +11% | +$165K | 0.1% | 205 |
|
|
2021
Q3 | $1.17M | Buy |
8,999
+301
| +3% | +$39.1K | 0.08% | 241 |
|
|
2021
Q2 | $1.14M | Buy |
8,698
+69
| +0.8% | +$9K | 0.07% | 258 |
|
|
2021
Q1 | $982K | Sell |
8,629
-302
| -3% | -$34.4K | 0.07% | 276 |
|
|
2020
Q4 | $762K | Sell |
8,931
-498
| -5% | -$42.5K | 0.06% | 318 |
|
|
2020
Q3 | $610K | Buy |
9,429
+1,634
| +21% | +$106K | 0.05% | 329 |
|
|
2020
Q2 | $533K | Sell |
7,795
-1,623
| -17% | -$111K | 0.05% | 351 |
|
|
2020
Q1 | $516K | Buy |
9,418
+5,202
| +123% | +$285K | 0.06% | 280 |
|
|
2019
Q4 | $620K | Sell |
4,216
-1,024
| -20% | -$151K | 0.06% | 299 |
|
|
2019
Q3 | $816K | Sell |
5,240
-685
| -12% | -$107K | 0.1% | 221 |
|
|
2019
Q2 | $947K | Sell |
5,925
-775
| -12% | -$124K | 0.12% | 185 |
|
|
2019
Q1 | $1.22M | Buy |
6,700
+95
| +1% | +$17.3K | 0.16% | 133 |
|
|
2018
Q4 | $1.11M | Buy |
6,605
+1,016
| +18% | +$171K | 0.18% | 121 |
|
|
2018
Q3 | $988K | Buy |
5,589
+282
| +5% | +$49.9K | 0.13% | 157 |
|
|
2018
Q2 | $903K | Buy |
5,307
+22
| +0.4% | +$3.74K | 0.15% | 154 |
|
|
2018
Q1 | $816K | Buy |
5,285
+745
| +16% | +$115K | 0.15% | 155 |
|
|
2017
Q4 | $746K | Buy |
4,540
+322
| +8% | +$52.9K | 0.13% | 178 |
|
|
2017
Q3 | $679K | Buy |
4,218
+446
| +12% | +$71.8K | 0.13% | 168 |
|
|
2017
Q2 | $610K | Buy |
3,772
+996
| +36% | +$161K | 0.14% | 178 |
|
|
2017
Q1 | $478K | Sell |
2,776
-2,028
| -42% | -$349K | 0.13% | 199 |
|
|
2016
Q4 | $853K | Sell |
4,804
-811
| -14% | -$144K | 0.26% | 101 |
|
|
2016
Q3 | $1.16M | Buy |
5,615
+6
| +0.1% | +$1.24K | 0.39% | 65 |
|
|
2016
Q2 | $1.22M | Buy |
5,609
+81
| +1% | +$17.6K | 0.43% | 56 |
|
|
2016
Q1 | $1.15M | Sell |
5,528
-360
| -6% | -$74.8K | 0.43% | 57 |
|
|
2015
Q4 | $1.15M | Buy |
5,888
+1,659
| +39% | +$323K | 0.39% | 75 |
|
|
2015
Q3 | $777K | Sell |
4,229
-245
| -5% | -$45K | 0.33% | 84 |
|
|
2015
Q2 | $844K | Buy |
4,474
+136
| +3% | +$25.7K | 0.32% | 89 |
|
|
2015
Q1 | $849K | Sell |
4,338
-368
| -8% | -$72K | 0.36% | 81 |
|
|
2014
Q4 | $854K | Buy |
4,706
+595
| +14% | +$108K | 0.38% | 80 |
|
|
2014
Q3 | $676K | Buy |
4,111
+39
| +1% | +$6.41K | 0.39% | 80 |
|
|
2014
Q2 | $677K | Buy |
4,072
+225
| +6% | +$37.4K | 0.33% | 93 |
|
|
2014
Q1 | $631K | Buy |
3,847
+312
| +9% | +$51.2K | 0.35% | 90 |
|
|
2013
Q4 | $538K | Buy |
3,535
+166
| +5% | +$25.3K | 0.31% | 102 |
|
|
2013
Q3 | $499K | Buy |
3,369
+167
| +5% | +$24.7K | 0.36% | 95 |
|
|
2013
Q2 | $506K | Buy |
+3,202
| New | +$506K | 0.41% | 79 |
|