EWM
Evercore Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-81
| Closed | -$14K | – | 726 |
|
|
2017
Q4 | $14K | Hold |
81
| – | – | ﹤0.01% | 775 |
|
|
2017
Q3 | $13K | Sell |
81
-50
| -38% | -$8.03K | ﹤0.01% | 765 |
|
|
2017
Q2 | $21K | Sell |
131
-1,320
| -91% | -$212K | ﹤0.01% | 711 |
|
|
2017
Q1 | $250K | Buy |
1,451
+1,131
| +353% | +$195K | 0.01% | 336 |
|
|
2016
Q4 | $57K | Sell |
320
-114
| -26% | -$20.3K | ﹤0.01% | 584 |
|
|
2016
Q3 | $90K | Hold |
434
| – | – | ﹤0.01% | 498 |
|
|
2016
Q2 | $94K | Buy |
434
+22
| +5% | +$4.77K | ﹤0.01% | 473 |
|
|
2016
Q1 | $86K | Hold |
412
| – | – | ﹤0.01% | 477 |
|
|
2015
Q4 | $81K | Buy |
412
+332
| +415% | +$65.3K | ﹤0.01% | 510 |
|
|
2015
Q3 | $15K | Hold |
80
| – | – | ﹤0.01% | 789 |
|
|
2015
Q2 | $14K | Hold |
80
| – | – | ﹤0.01% | 850 |
|
|
2015
Q1 | $16K | Sell |
80
-1,000
| -93% | -$200K | ﹤0.01% | 815 |
|
|
2014
Q4 | $197K | Sell |
1,080
-896
| -45% | -$163K | 0.01% | 362 |
|
|
2014
Q3 | $325K | Hold |
1,976
| – | – | 0.02% | 323 |
|
|
2014
Q2 | $329K | Buy |
1,976
+1,776
| +888% | +$296K | 0.02% | 324 |
|
|
2014
Q1 | $33K | Buy |
+200
| New | +$33K | ﹤0.01% | 660 |
|