Boston Private Bank & Trust’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 | $237K | Hold |
1,210
| – | – | 0.01% | 371 |
|
|
2014
Q4 | $220K | Buy |
1,210
+83
| +7% | +$15.1K | 0.01% | 387 |
|
|
2014
Q3 | $185K | Hold |
1,127
| – | – | 0.01% | 408 |
|
|
2014
Q2 | $187K | Buy |
1,127
+19
| +2% | +$3.15K | 0.01% | 403 |
|
|
2014
Q1 | $171K | Hold |
1,108
| – | – | 0.01% | 411 |
|
|
2013
Q4 | $159K | Hold |
1,108
| – | – | 0.01% | 422 |
|
|
2013
Q3 | $154K | Hold |
1,108
| – | – | 0.01% | 408 |
|
|
2013
Q2 | $165K | Buy |
+1,108
| New | +$165K | 0.01% | 388 |
|