CFN
Cordasco Financial Network’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7K | Hold |
75
| – | – | 0.01% | 428 |
|
|
2022
Q1 | $10K | Hold |
75
| – | – | 0.01% | 373 |
|
|
2021
Q4 | $12K | Hold |
75
| – | – | 0.01% | 360 |
|
|
2021
Q3 | $10K | Hold |
75
| – | – | 0.01% | 384 |
|
|
2021
Q2 | $10K | Hold |
75
| – | – | 0.01% | 392 |
|
|
2021
Q1 | $9K | Hold |
75
| – | – | 0.01% | 389 |
|
|
2020
Q4 | $6K | Sell |
75
-70
| -48% | -$5.6K | ﹤0.01% | 397 |
|
|
2020
Q3 | $9K | Hold |
145
| – | – | 0.01% | 329 |
|
|
2020
Q2 | $10K | Buy |
145
+23
| +19% | +$1.59K | 0.01% | 288 |
|
|
2020
Q1 | $7K | Sell |
122
-23
| -16% | -$1.32K | 0.01% | 298 |
|
|
2019
Q4 | $22K | Sell |
145
-80
| -36% | -$12.1K | 0.02% | 200 |
|
|
2019
Q3 | $35K | Hold |
225
| – | – | 0.03% | 172 |
|
|
2019
Q2 | $36K | Hold |
225
| – | – | 0.04% | 166 |
|
|
2019
Q1 | $41K | Hold |
225
| – | – | 0.04% | 162 |
|
|
2018
Q4 | $38K | Sell |
225
-325
| -59% | -$54.9K | 0.04% | 143 |
|
|
2018
Q3 | $97K | Hold |
550
| – | – | 0.09% | 96 |
|
|
2018
Q2 | $94K | Hold |
550
| – | – | 0.09% | 95 |
|
|
2018
Q1 | $85K | Hold |
550
| – | – | 0.09% | 92 |
|
|
2017
Q4 | $94K | Hold |
550
| – | – | 0.1% | 93 |
|
|
2017
Q3 | $89K | Buy |
550
+50
| +10% | +$8.09K | 0.1% | 90 |
|
|
2017
Q2 | $81K | Sell |
500
-756
| -60% | -$122K | 0.09% | 87 |
|
|
2017
Q1 | $216K | Sell |
1,256
-279
| -18% | -$48K | 0.25% | 54 |
|
|
2016
Q4 | $273K | Sell |
1,535
-1,030
| -40% | -$183K | 0.31% | 46 |
|
|
2016
Q3 | $556K | Hold |
2,565
| – | – | 0.64% | 31 |
|
|
2016
Q2 | $556K | Sell |
2,565
-365
| -12% | -$79.1K | 0.64% | 31 |
|
|
2016
Q1 | $609K | Sell |
2,930
-5,264
| -64% | -$1.09M | 0.68% | 31 |
|
|
2015
Q4 | $1.59M | Sell |
8,194
-1,727
| -17% | -$336K | 1.42% | 16 |
|
|
2015
Q3 | $1.82M | Sell |
9,921
-722
| -7% | -$133K | 1.51% | 16 |
|
|
2015
Q2 | $1.84M | Sell |
10,643
-542
| -5% | -$93.8K | 1.45% | 19 |
|
|
2015
Q1 | $2.19M | Buy |
+11,185
| New | +$2.19M | 1.56% | 18 |
|