EFS
Essex Financial Services’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,624
| Closed | -$424K | – | 336 |
|
|
2017
Q2 | $424K | Sell |
2,624
-902
| -26% | -$146K | 0.09% | 217 |
|
|
2017
Q1 | $607K | Sell |
3,526
-200
| -5% | -$34.4K | 0.14% | 158 |
|
|
2016
Q4 | $662K | Buy |
3,726
+60
| +2% | +$10.7K | 0.14% | 148 |
|
|
2016
Q3 | $759K | Sell |
3,666
-105
| -3% | -$21.7K | 0.18% | 127 |
|
|
2016
Q2 | $818K | Buy |
3,771
+170
| +5% | +$36.9K | 0.2% | 119 |
|
|
2016
Q1 | $748K | Sell |
3,601
-205
| -5% | -$42.6K | 0.19% | 123 |
|
|
2015
Q4 | $740K | Hold |
3,806
| – | – | 0.18% | 130 |
|
|
2015
Q3 | $699K | Buy |
3,806
+95
| +3% | +$17.4K | 0.18% | 130 |
|
|
2015
Q2 | $642K | Hold |
3,711
| – | – | 0.17% | 145 |
|
|
2015
Q1 | $726K | Hold |
3,711
| – | – | 0.19% | 135 |
|
|
2014
Q4 | $676K | Sell |
3,711
-80
| -2% | -$14.6K | 0.18% | 139 |
|
|
2014
Q3 | $623K | Hold |
3,791
| – | – | 0.19% | 136 |
|
|
2014
Q2 | $630K | Hold |
3,791
| – | – | 0.19% | 128 |
|
|
2014
Q1 | $622K | Sell |
3,791
-150
| -4% | -$24.6K | 0.2% | 117 |
|
|
2013
Q4 | $600K | Sell |
3,941
-796
| -17% | -$121K | 0.2% | 118 |
|
|
2013
Q3 | $702 | Buy |
4,737
+450
| +10% | +$67 | 0.22% | 96 |
|
|
2013
Q2 | $677K | Buy |
+4,287
| New | +$677K | 0.24% | 101 |
|