American Research & Management Company’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-267
| Closed | -$23K | – | 392 |
|
|
2020
Q4 | $23K | Hold |
267
| – | – | 0.01% | 246 |
|
|
2020
Q3 | $17K | Hold |
267
| – | – | 0.01% | 242 |
|
|
2020
Q2 | $18K | Sell |
267
-267
| -50% | -$18K | 0.01% | 249 |
|
|
2020
Q1 | $29K | Sell |
534
-267
| -33% | -$14.5K | 0.01% | 206 |
|
|
2019
Q4 | $119K | Hold |
801
| – | – | 0.04% | 147 |
|
|
2019
Q3 | $125K | Hold |
801
| – | – | 0.04% | 145 |
|
|
2019
Q2 | $128K | Hold |
801
| – | – | 0.04% | 153 |
|
|
2019
Q1 | $146K | Buy |
+801
| New | +$146K | 0.04% | 148 |
|
|
2018
Q1 | – | Sell |
-160
| Closed | -$27K | – | 377 |
|
|
2017
Q4 | $27K | Buy |
+160
| New | +$27K | 0.01% | 235 |
|