Financial Architects (New Jersey)’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-244
| Closed | -$17K | – | 691 |
|
|
2020
Q2 | $17K | Buy |
244
+140
| +135% | +$8.78K | ﹤0.01% | 562 |
|
|
2020
Q1 | $6K | Hold |
104
| – | – | ﹤0.01% | 687 |
|
|
2019
Q4 | $15K | Hold |
104
| – | – | ﹤0.01% | 618 |
|
|
2019
Q3 | $16K | Hold |
104
| – | – | ﹤0.01% | 643 |
|
|
2019
Q2 | $17K | Hold |
104
| – | – | ﹤0.01% | 762 |
|
|
2019
Q1 | $19K | Hold |
104
| – | – | ﹤0.01% | 907 |
|
|
2018
Q4 | $17K | Hold |
104
| – | – | ﹤0.01% | 850 |
|
|
2018
Q3 | $18K | Hold |
104
| – | – | ﹤0.01% | 959 |
|
|
2018
Q2 | $18K | Hold |
104
| – | – | ﹤0.01% | 837 |
|
|
2018
Q1 | $16K | Hold |
104
| – | – | ﹤0.01% | 949 |
|
|
2017
Q4 | $18K | Hold |
104
| – | – | ﹤0.01% | 993 |
|
|
2017
Q3 | $17K | Hold |
104
| – | – | ﹤0.01% | 1001 |
|
|
2017
Q2 | $17K | Hold |
104
| – | – | ﹤0.01% | 1008 |
|
|
2017
Q1 | $18K | Sell |
104
-30
| -22% | -$5.36K | ﹤0.01% | 967 |
|
|
2016
Q4 | $24K | Sell |
134
-8
| -6% | -$1.49K | 0.01% | 798 |
|
|
2016
Q3 | $29K | Buy |
142
+1
| +0.7% | +$217 | 0.01% | 745 |
|
|
2016
Q2 | $31K | Buy |
141
+1
| +0.7% | +$204 | 0.01% | 660 |
|
|
2016
Q1 | $29K | Buy |
+140
| New | +$26.9K | 0.01% | 508 |
|
|
2015
Q3 | – | Sell |
-213
| Closed | -$37K | – | 803 |
|
|
2015
Q2 | $37K | Sell |
213
-3
| -1% | -$551 | 0.01% | 500 |
|
|
2015
Q1 | $42K | Buy |
216
+6
| +3% | +$1.16K | 0.02% | 428 |
|
|
2014
Q4 | $38K | Buy |
210
+5
| +2% | +$887 | 0.02% | 391 |
|
|
2014
Q3 | $34K | Buy |
205
+2
| +1% | +$337 | 0.02% | 374 |
|
|
2014
Q2 | $34K | Buy |
+203
| New | +$33.1K | 0.02% | 387 |
|
|
2013
Q4 | – | Sell |
-735
| Closed | -$103K | – | 503 |
|
|
2013
Q3 | $103K | Buy |
735
+6
| +0.8% | +$871 | 0.07% | 178 |
|
|
2013
Q2 | $108K | Buy |
+729
| New | +$117K | 0.08% | 160 |
|
Other funds holding SPG
