De Burlo Group’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
Q1 | – | Sell |
-2,576
| Closed | -$500K | – | 101 |
|
|
2015
Q4 | $500K | Hold |
2,576
| – | – | 0.12% | 76 |
|
|
2015
Q3 | $473K | Hold |
2,576
| – | – | 0.11% | 78 |
|
|
2015
Q2 | $445K | Hold |
2,576
| – | – | 0.09% | 84 |
|
|
2015
Q1 | $503K | Buy |
2,576
+207
| +9% | +$40.4K | 0.1% | 83 |
|
|
2014
Q4 | $431K | Sell |
2,369
-1,382
| -37% | -$251K | 0.09% | 86 |
|
|
2014
Q3 | $617K | Buy |
3,751
+207
| +6% | +$34K | 0.14% | 74 |
|
|
2014
Q2 | $589K | Sell |
3,544
-169
| -5% | -$28.1K | 0.13% | 72 |
|
|
2014
Q1 | $573K | Hold |
3,713
| – | – | 0.14% | 72 |
|
|
2013
Q4 | $531K | Hold |
3,713
| – | – | 0.13% | 74 |
|
|
2013
Q3 | $518K | Hold |
3,713
| – | – | 0.14% | 72 |
|
|
2013
Q2 | $552K | Buy |
+3,713
| New | +$552K | 0.16% | 71 |
|