Dean Investment Associates’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 |
-14,007
| Closed | -$2.09M | – | 261 |
|
|
2019
Q4 | $2.09M | Sell |
14,007
-1,703
| -11% | -$254K | 0.33% | 134 |
|
|
2019
Q3 | $2.45M | Buy |
15,710
+386
| +3% | +$60.1K | 0.36% | 124 |
|
|
2019
Q2 | $2.45M | Buy |
15,324
+195
| +1% | +$31.2K | 0.35% | 128 |
|
|
2019
Q1 | $2.76M | Buy |
15,129
+146
| +1% | +$26.6K | 0.4% | 108 |
|
|
2018
Q4 | $2.52M | Buy |
14,983
+1,144
| +8% | +$192K | 0.4% | 109 |
|
|
2018
Q3 | $2.45M | Buy |
13,839
+380
| +3% | +$67.2K | 0.34% | 121 |
|
|
2018
Q2 | $2.29M | Sell |
13,459
-242
| -2% | -$41.2K | 0.34% | 121 |
|
|
2018
Q1 | $2.12M | Buy |
13,701
+1,168
| +9% | +$180K | 0.31% | 119 |
|
|
2017
Q4 | $2.15M | Buy |
12,533
+7,212
| +136% | +$1.24M | 0.33% | 130 |
|
|
2017
Q3 | $857K | Buy |
5,321
+1,466
| +38% | +$236K | 0.13% | 149 |
|
|
2017
Q2 | $624K | Sell |
3,855
-210
| -5% | -$34K | 0.09% | 188 |
|
|
2017
Q1 | $699K | Buy |
+4,065
| New | +$699K | 0.12% | 158 |
|