Dynamic Advisor Solutions’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,107
| Closed | -$1.97M | – | 439 |
|
|
2018
Q4 | $1.97M | Sell |
11,107
-231
| -2% | -$40.9K | 0.42% | 66 |
|
|
2018
Q3 | $2M | Sell |
11,338
-263
| -2% | -$46.5K | 0.42% | 69 |
|
|
2018
Q2 | $1.97M | Buy |
11,601
+285
| +3% | +$48.5K | 0.45% | 62 |
|
|
2018
Q1 | $1.75M | Buy |
11,316
+736
| +7% | +$114K | 0.45% | 69 |
|
|
2017
Q4 | $1.82M | Buy |
+10,580
| New | +$1.82M | 0.6% | 56 |
|
|
2015
Q1 | – | Sell |
-1,514
| Closed | -$276K | – | 211 |
|
|
2014
Q4 | $276K | Buy |
+1,514
| New | +$276K | 0.15% | 150 |
|