Friedberg Investment Management’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 |
-10,310
| Closed | -$2.13M | – | 103 |
|
|
2016
Q3 | $2.13M | Hold |
10,310
| – | – | 0.92% | 43 |
|
|
2016
Q2 | $2.24M | Sell |
10,310
-210
| -2% | -$45.5K | 1.06% | 36 |
|
|
2016
Q1 | $2.18M | Sell |
10,520
-190
| -2% | -$39.4K | 1.09% | 35 |
|
|
2015
Q4 | $2.08M | Sell |
10,710
-2,580
| -19% | -$502K | 1.01% | 41 |
|
|
2015
Q3 | $2.44M | Buy |
13,290
+1,490
| +13% | +$274K | 1.16% | 35 |
|
|
2015
Q2 | $2.04M | Buy |
11,800
+70
| +0.6% | +$12.1K | 0.77% | 51 |
|
|
2015
Q1 | $2.29M | Sell |
11,730
-50
| -0.4% | -$9.78K | 0.83% | 52 |
|
|
2014
Q4 | $2.15M | Buy |
11,780
+110
| +0.9% | +$20K | 0.84% | 49 |
|
|
2014
Q3 | $1.92M | Buy |
11,670
+40
| +0.3% | +$6.57K | 0.74% | 55 |
|
|
2014
Q2 | $1.93M | Sell |
11,630
-1,477
| -11% | -$245K | 0.71% | 56 |
|
|
2014
Q1 | $2.02M | Sell |
13,107
-776
| -6% | -$120K | 0.79% | 52 |
|
|
2013
Q4 | $1.99M | Buy |
13,883
+10,322
| +290% | +$1.48M | 0.8% | 49 |
|
|
2013
Q3 | $496K | Hold |
3,561
| – | – | 0.22% | 78 |
|
|
2013
Q2 | $529K | Buy |
+3,561
| New | +$529K | 0.24% | 79 |
|