Copeland Capital Management’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 |
-15
| Closed | -$2K | – | 306 |
|
|
2019
Q4 | $2K | Buy |
15
+6
| +67% | +$800 | ﹤0.01% | 256 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 297 |
|
|
2019
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 297 |
|
|
2019
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 239 |
|
|
2018
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 244 |
|