Berman Capital Advisors’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
Q3 | $249K | Buy |
1,929
+431
| +29% | +$55.6K | 0.04% | 231 |
|
|
2021
Q2 | $194K | Buy |
1,498
+245
| +20% | +$31.7K | 0.03% | 243 |
|
|
2021
Q1 | $142K | Buy |
1,253
+207
| +20% | +$23.5K | 0.03% | 236 |
|
|
2020
Q4 | $89K | Buy |
1,046
+121
| +13% | +$10.3K | 0.02% | 273 |
|
|
2020
Q3 | $59K | Buy |
925
+145
| +19% | +$9.25K | 0.02% | 310 |
|
|
2020
Q2 | $53K | Buy |
780
+224
| +40% | +$15.2K | 0.01% | 313 |
|
|
2020
Q1 | $29K | Buy |
556
+288
| +107% | +$15K | 0.01% | 403 |
|
|
2019
Q4 | $39K | Sell |
268
-94
| -26% | -$13.7K | 0.01% | 369 |
|
|
2019
Q3 | $56K | Sell |
362
-63
| -15% | -$9.75K | 0.02% | 283 |
|
|
2019
Q2 | $67K | Sell |
425
-98
| -19% | -$15.4K | 0.02% | 261 |
|
|
2019
Q1 | $95K | Buy |
523
+59
| +13% | +$10.7K | 0.03% | 201 |
|
|
2018
Q4 | $77K | Buy |
+464
| New | +$77K | 0.03% | 210 |
|