Davidson & Garrard’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-972
| Closed | -$211K | – | 184 |
|
|
2016
Q2 | $211K | Sell |
972
-25
| -3% | -$5.43K | 0.05% | 172 |
|
|
2016
Q1 | $207K | Buy |
+997
| New | +$207K | 0.05% | 168 |
|
|
2015
Q2 | – | Sell |
-1,166
| Closed | -$228K | – | 189 |
|
|
2015
Q1 | $228K | Hold |
1,166
| – | – | 0.05% | 171 |
|
|
2014
Q4 | $212K | Buy |
+1,166
| New | +$212K | 0.05% | 171 |
|