Brandywine Oak Private Wealth’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 |
-1,698
| Closed | -$252K | – | 252 |
|
|
2019
Q4 | $252K | Sell |
1,698
-1,139
| -40% | -$169K | 0.05% | 211 |
|
|
2019
Q3 | $441K | Buy |
2,837
+155
| +6% | +$24.1K | 0.08% | 117 |
|
|
2019
Q2 | $428K | Sell |
2,682
-79
| -3% | -$12.6K | 0.09% | 120 |
|
|
2019
Q1 | $503K | Buy |
2,761
+171
| +7% | +$31.2K | 0.1% | 102 |
|
|
2018
Q4 | $438K | Buy |
+2,590
| New | +$438K | 0.1% | 107 |
|