Balasa Dinverno & Foltz’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
Q1 | – | Sell |
-1,700
| Closed | -$310K | – | 213 |
|
|
2014
Q4 | $310K | Sell |
1,700
-80
| -4% | -$14.6K | 0.04% | 140 |
|
|
2014
Q3 | $293K | Buy |
1,780
+10
| +0.6% | +$1.65K | 0.04% | 132 |
|
|
2014
Q2 | $294K | Sell |
1,770
-74
| -4% | -$12.3K | 0.03% | 128 |
|
|
2014
Q1 | $285K | Buy |
1,844
+123
| +7% | +$19K | 0.03% | 127 |
|
|
2013
Q4 | $246K | Buy |
1,721
+11
| +0.6% | +$1.57K | 0.03% | 135 |
|
|
2013
Q3 | $239K | Sell |
1,710
-193
| -10% | -$27K | 0.04% | 124 |
|
|
2013
Q2 | $283K | Buy |
+1,903
| New | +$283K | 0.05% | 101 |
|