Avantax Planning Partners’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 |
-1,479
| Closed | -$220K | – | 307 |
|
|
2019
Q4 | $220K | Buy |
1,479
+18
| +1% | +$2.68K | 0.01% | 275 |
|
|
2019
Q3 | $227K | Buy |
1,461
+157
| +12% | +$24.4K | 0.01% | 278 |
|
|
2019
Q2 | $214K | Buy |
1,304
+84
| +7% | +$13.8K | 0.01% | 281 |
|
|
2019
Q1 | $222K | Buy |
+1,220
| New | +$222K | 0.02% | 268 |
|
|
2018
Q4 | – | Sell |
-870
| Closed | -$154K | – | 1053 |
|
|
2018
Q3 | $154K | Buy |
+870
| New | +$154K | 0.01% | 270 |
|
|
2018
Q2 | – | Sell |
-860
| Closed | -$133K | – | 1287 |
|
|
2018
Q1 | $133K | Buy |
+860
| New | +$133K | 0.01% | 355 |
|
|
2017
Q4 | – | Sell |
-1,741
| Closed | -$280K | – | 345 |
|
|
2017
Q3 | $280K | Buy |
+1,741
| New | +$280K | 0.02% | 288 |
|