Certified Advisory Corp’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
Q2 | – | Sell |
-169
| Closed | -$19K | – | 654 |
|
|
2021
Q1 | $19K | Buy |
+169
| New | +$19K | ﹤0.01% | 501 |
|
|
2020
Q2 | $11K | Hold |
160
| – | – | ﹤0.01% | 543 |
|
|
2020
Q1 | $9K | Buy |
160
+2
| +1% | +$113 | ﹤0.01% | 549 |
|
|
2019
Q4 | $23K | Buy |
158
+2
| +1% | +$291 | 0.01% | 460 |
|
|
2019
Q3 | $24K | Buy |
156
+3
| +2% | +$462 | 0.01% | 451 |
|
|
2019
Q2 | $24K | Buy |
153
+2
| +1% | +$314 | 0.01% | 452 |
|
|
2019
Q1 | $28K | Buy |
151
+1
| +0.7% | +$185 | 0.01% | 391 |
|
|
2018
Q4 | $25K | Buy |
150
+2
| +1% | +$333 | 0.01% | 386 |
|
|
2018
Q3 | $26K | Buy |
148
+1
| +0.7% | +$176 | 0.01% | 399 |
|
|
2018
Q2 | $25K | Buy |
147
+3
| +2% | +$510 | 0.01% | 385 |
|
|
2018
Q1 | $22K | Buy |
144
+2
| +1% | +$306 | 0.01% | 396 |
|
|
2017
Q4 | $24K | Buy |
+142
| New | +$24K | 0.02% | 340 |
|