Atherton Lane Advisers’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $796K | Sell |
4,093
-613
| -13% | -$119K | 0.05% | 117 |
|
|
2015
Q3 | $865K | Sell |
4,706
-654
| -12% | -$120K | 0.05% | 111 |
|
|
2015
Q2 | $927K | Sell |
5,360
-349
| -6% | -$60.4K | 0.05% | 111 |
|
|
2015
Q1 | $1.12M | Sell |
5,709
-1,053
| -16% | -$206K | 0.06% | 105 |
|
|
2014
Q4 | $1.23M | Buy |
6,762
+25
| +0.4% | +$4.55K | 0.07% | 102 |
|
|
2014
Q3 | $1.11M | Buy |
6,737
+843
| +14% | +$139K | 0.06% | 106 |
|
|
2014
Q2 | $980K | Buy |
+5,894
| New | +$980K | 0.05% | 110 |
|