Braun Stacey Associates’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-61,211
| Closed | -$9.78M | – | 125 |
|
|
2019
Q2 | $9.78M | Sell |
61,211
-821
| -1% | -$131K | 0.63% | 88 |
|
|
2019
Q1 | $11.3M | Buy |
62,032
+2,366
| +4% | +$431K | 0.75% | 75 |
|
|
2018
Q4 | $10M | Buy |
59,666
+1,965
| +3% | +$330K | 0.79% | 64 |
|
|
2018
Q3 | $10.2M | Buy |
+57,701
| New | +$10.2M | 0.65% | 80 |
|
|
2015
Q3 | – | Sell |
-1,950
| Closed | -$337K | – | 248 |
|
|
2015
Q2 | $337K | Buy |
+1,950
| New | +$337K | 0.01% | 260 |
|
|
2013
Q3 | – | Sell |
-2,392
| Closed | -$355K | – | 163 |
|
|
2013
Q2 | $355K | Buy |
+2,392
| New | +$355K | 0.02% | 126 |
|