First Heartland Consultants’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,737
| Closed | -$259K | – | 302 |
|
|
2019
Q4 | $259K | Sell |
1,737
-2
| -0.1% | -$298 | 0.05% | 252 |
|
|
2019
Q3 | $271K | Sell |
1,739
-141
| -8% | -$22K | 0.06% | 237 |
|
|
2019
Q2 | $300K | Buy |
1,880
+163
| +9% | +$26K | 0.07% | 213 |
|
|
2019
Q1 | $313K | Buy |
1,717
+40
| +2% | +$7.29K | 0.09% | 200 |
|
|
2018
Q4 | $282K | Buy |
+1,677
| New | +$282K | 0.11% | 182 |
|