Edmond de Rothschild (Suisse)’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 | $2.34M | Buy |
11,296
+247
| +2% | +$51.1K | 0.72% | 28 |
|
|
2016
Q2 | $2.4M | Buy |
11,049
+3,799
| +52% | +$824K | 0.79% | 28 |
|
|
2016
Q1 | $1.51M | Hold |
7,250
| – | – | 0.62% | 34 |
|
|
2015
Q4 | $1.41M | Sell |
7,250
-5,268
| -42% | -$1.02M | 0.54% | 40 |
|
|
2015
Q3 | $2.3M | Buy |
12,518
+1,115
| +10% | +$205K | 0.78% | 28 |
|
|
2015
Q2 | $1.97M | Buy |
+11,403
| New | +$1.97M | 0.63% | 38 |
|