Altium Wealth Management’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
Q2
Sell
-1,226
Closed -$223K 294
2019
Q1
$223K Buy
1,226
+34
+3% +$6.18K 0.04% 248
2018
Q4
$200K Buy
+1,192
New +$200K 0.04% 246