First National Bank of Mount Dora’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
Q4 | – | Sell |
-9,049
| Closed | -$1.87M | – | 81 |
|
|
2016
Q3 | $1.87M | Hold |
9,049
| – | – | 1.05% | 42 |
|
|
2016
Q2 | $1.96M | Hold |
9,049
| – | – | 1.12% | 41 |
|
|
2016
Q1 | $1.88M | Hold |
9,049
| – | – | 1.11% | 42 |
|
|
2015
Q4 | $1.76M | Hold |
9,049
| – | – | 1.04% | 43 |
|
|
2015
Q3 | $1.66M | Hold |
9,049
| – | – | 1.02% | 45 |
|
|
2015
Q2 | $1.57M | Hold |
9,049
| – | – | 0.87% | 47 |
|
|
2015
Q1 | $1.77M | Hold |
9,049
| – | – | 0.96% | 44 |
|
|
2014
Q4 | $1.65M | Hold |
9,049
| – | – | 0.92% | 46 |
|
|
2014
Q3 | $1.49M | Hold |
9,049
| – | – | 0.87% | 47 |
|
|
2014
Q2 | $1.51M | Sell |
9,049
-570
| -6% | -$94.8K | 0.88% | 48 |
|
|
2014
Q1 | $1.48M | Hold |
9,619
| – | – | 0.9% | 47 |
|
|
2013
Q4 | $1.38M | Hold |
9,619
| – | – | 0.9% | 45 |
|
|
2013
Q3 | $1.34M | Hold |
9,619
| – | – | 0.98% | 40 |
|
|
2013
Q2 | $1.43M | Buy |
+9,619
| New | +$1.43M | 1.06% | 37 |
|