Archford Capital Strategies’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,711
| Closed | -$255K | – | 235 |
|
|
2019
Q4 | $255K | Sell |
1,711
-964
| -36% | -$144K | 0.09% | 199 |
|
|
2019
Q3 | $416K | Buy |
2,675
+248
| +10% | +$38.6K | 0.16% | 167 |
|
|
2019
Q2 | $388K | Sell |
2,427
-253
| -9% | -$40.4K | 0.14% | 174 |
|
|
2019
Q1 | $488K | Sell |
2,680
-158
| -6% | -$28.8K | 0.18% | 156 |
|
|
2018
Q4 | $477K | Buy |
2,838
+918
| +48% | +$154K | 0.19% | 145 |
|
|
2018
Q3 | $339K | Sell |
1,920
-657
| -25% | -$116K | 0.12% | 182 |
|
|
2018
Q2 | $439K | Buy |
+2,577
| New | +$439K | 0.15% | 162 |
|
|
2016
Q1 | – | Sell |
-13
| Closed | -$3K | – | 534 |
|
|
2015
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 665 |
|