Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10
| Closed | -$2K | – | 325 |
|
|
2018
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 410 |
|
|
2018
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 413 |
|
|
2017
Q1 | – | Sell |
-1,121
| Closed | -$200K | – | 503 |
|
|
2016
Q4 | $200K | Hold |
1,121
| – | – | 0.05% | 67 |
|
|
2016
Q3 | $232K | Hold |
1,121
| – | – | 0.09% | 51 |
|
|
2016
Q2 | $243K | Buy |
+1,121
| New | +$243K | 0.1% | 49 |
|