FormulaFolio Investments’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,525
| Closed | -$983K | – | 758 |
|
|
2020
Q4 | $983K | Buy |
+11,525
| New | +$983K | 0.02% | 320 |
|
|
2019
Q1 | – | Sell |
-2,221
| Closed | -$393K | – | 389 |
|
|
2018
Q4 | $393K | Hold |
2,221
| – | – | 0.02% | 227 |
|
|
2018
Q3 | $393K | Sell |
2,221
-408
| -16% | -$72.2K | 0.02% | 227 |
|
|
2018
Q2 | $447K | Buy |
2,629
+15
| +0.6% | +$2.55K | 0.02% | 214 |
|
|
2018
Q1 | $403K | Buy |
+2,614
| New | +$403K | 0.02% | 197 |
|