Heritage Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-50
| Closed | -$3.42K | – | 476 |
|
|
2020
Q2 | $3.42K | Buy |
+50
| New | +$3.42K | ﹤0.01% | 416 |
|
|
2020
Q1 | – | Sell |
-3,072
| Closed | -$458K | – | 568 |
|
|
2019
Q4 | $458K | Buy |
3,072
+1,017
| +49% | +$151K | 0.06% | 109 |
|
|
2019
Q3 | $319K | Buy |
+2,055
| New | +$319K | 0.05% | 128 |
|
|
2019
Q1 | – | Sell |
-75
| Closed | -$12K | – | 461 |
|
|
2018
Q4 | $12K | Hold |
75
| – | – | ﹤0.01% | 298 |
|
|
2018
Q3 | $13K | Buy |
+75
| New | +$13K | ﹤0.01% | 287 |
|