First Personal Financial Services’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 |
-113
| Closed | -$17K | – | 489 |
|
|
2019
Q4 | $17K | Hold |
113
| – | – | 0.01% | 255 |
|
|
2019
Q3 | $18K | Sell |
113
-262
| -70% | -$41.7K | 0.01% | 332 |
|
|
2019
Q2 | $60K | Buy |
375
+98
| +35% | +$15.7K | 0.02% | 264 |
|
|
2019
Q1 | $50K | Buy |
277
+53
| +24% | +$9.57K | 0.02% | 274 |
|
|
2018
Q4 | $38K | Buy |
224
+61
| +37% | +$10.3K | 0.01% | 297 |
|
|
2018
Q3 | $29K | Buy |
163
+40
| +33% | +$7.12K | 0.01% | 357 |
|
|
2018
Q2 | $21K | Sell |
123
-394
| -76% | -$67.3K | 0.01% | 390 |
|
|
2018
Q1 | $80K | Sell |
517
-156
| -23% | -$24.1K | 0.02% | 342 |
|
|
2017
Q4 | $116K | Hold |
673
| – | – | 0.02% | 316 |
|
|
2017
Q3 | $108K | Buy |
673
+93
| +16% | +$14.9K | 0.02% | 307 |
|
|
2017
Q2 | $94K | Buy |
580
+52
| +10% | +$8.43K | 0.02% | 322 |
|
|
2017
Q1 | $91K | Sell |
528
-57
| -10% | -$9.82K | 0.02% | 304 |
|
|
2016
Q4 | $104K | Buy |
585
+430
| +277% | +$76.4K | 0.03% | 272 |
|
|
2016
Q3 | $32K | Hold |
155
| – | – | 0.01% | 352 |
|
|
2016
Q2 | $34K | Buy |
+155
| New | +$34K | 0.01% | 336 |
|
|
2015
Q4 | – | Sell |
-55
| Closed | -$11K | – | 484 |
|
|
2015
Q3 | $11K | Hold |
55
| – | – | 0.01% | 279 |
|
|
2015
Q2 | $10K | Hold |
55
| – | – | 0.01% | 282 |
|
|
2015
Q1 | $11K | Hold |
55
| – | – | 0.01% | 271 |
|
|
2014
Q4 | $10K | Buy |
+55
| New | +$10K | 0.01% | 257 |
|