FAM
Foresters Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $75K | Buy |
470
+90
| +24% | +$14.4K | 0.04% | 36 |
|
|
2019
Q1 | $69K | Sell |
380
-120
| -24% | -$21.8K | 0.04% | 34 |
|
|
2018
Q4 | $85K | Sell |
500
-200
| -29% | -$34K | 0.05% | 34 |
|
|
2018
Q3 | $159K | Sell |
700
-200
| -22% | -$45.4K | 0.05% | 44 |
|
|
2018
Q2 | $202K | Hold |
900
| – | – | 0.07% | 46 |
|
|
2018
Q1 | $180K | Hold |
900
| – | – | 0.13% | 32 |
|
|
2017
Q4 | $189K | Sell |
900
-3,900
| -81% | -$819K | 0.08% | 53 |
|
|
2017
Q3 | $967K | Sell |
4,800
-200
| -4% | -$40.3K | 0.37% | 36 |
|
|
2017
Q2 | $1.05M | Hold |
5,000
| – | – | 0.43% | 37 |
|
|
2017
Q1 | $1.15M | Sell |
5,000
-900
| -15% | -$206K | 0.53% | 31 |
|
|
2016
Q4 | $1.05M | Buy |
5,900
+300
| +5% | +$53.3K | 0.59% | 29 |
|
|
2016
Q3 | $1.2M | Buy |
5,600
+800
| +17% | +$172K | 0.62% | 32 |
|
|
2016
Q2 | $1.04M | Buy |
+4,800
| New | +$1.04M | 0.54% | 35 |
|