Berman Capital Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $194K | Buy |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $89K | Buy |
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|
2020
Q3 | $59K | Buy |
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|
2020
Q2 | $53K | Buy |
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|
2020
Q1 | $29K | Buy |
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|
2019
Q4 | $39K | Sell |
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|
2019
Q3 | $56K | Sell |
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|
2019
Q2 | $67K | Sell |
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|
2019
Q1 | $95K | Buy |
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|
2018
Q4 | $77K | Buy |
|