GCA
Gideon Capital Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,409
| Closed | -$531K | – | 373 |
|
|
2019
Q3 | $531K | Buy |
+3,409
| New | +$531K | 0.17% | 177 |
|
|
2019
Q1 | – | Sell |
-6,798
| Closed | -$1.14M | – | 506 |
|
|
2018
Q4 | $1.14M | Sell |
6,798
-14,013
| -67% | -$2.35M | 0.47% | 59 |
|
|
2018
Q3 | $3.68M | Buy |
20,811
+18,399
| +763% | +$3.25M | 1.73% | 5 |
|
|
2018
Q2 | $410K | Sell |
2,412
-3,254
| -57% | -$553K | 0.21% | 190 |
|
|
2018
Q1 | $875K | Buy |
+5,666
| New | +$875K | 0.54% | 29 |
|
|
2017
Q1 | – | Sell |
-4,801
| Closed | -$853K | – | 505 |
|
|
2016
Q4 | $853K | Buy |
4,801
+3,375
| +237% | +$600K | 0.54% | 12 |
|
|
2016
Q3 | $295K | Sell |
1,426
-6,391
| -82% | -$1.32M | 0.18% | 137 |
|
|
2016
Q2 | $1.7M | Buy |
+7,817
| New | +$1.7M | 0.99% | 26 |
|
|
2015
Q4 | – | Sell |
-5,870
| Closed | -$1.08M | – | 273 |
|
|
2015
Q3 | $1.08M | Buy |
+5,870
| New | +$1.08M | 0.63% | 57 |
|
|
2014
Q3 | – | Sell |
-9,426
| Closed | -$1.57M | – | 358 |
|
|
2014
Q2 | $1.57M | Buy |
+9,426
| New | +$1.57M | 0.57% | 59 |
|
|
2014
Q1 | – | Sell |
-10,094
| Closed | -$1.54M | – | 282 |
|
|
2013
Q4 | $1.54M | Buy |
+10,094
| New | +$1.54M | 0.91% | 28 |
|