HL Financial Services’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $962K | Sell |
5,280
-131
| -2% | -$23.3K | 0.01% | 384 |
|
|
2018
Q4 | $909K | Sell |
5,411
-135
| -2% | -$24.1K | 0.02% | 378 |
|
|
2018
Q3 | $980K | Buy |
5,546
+87
| +2% | +$15.4K | 0.02% | 386 |
|
|
2018
Q2 | $929K | Buy |
5,459
+364
| +7% | +$57.9K | 0.02% | 382 |
|
|
2018
Q1 | $786K | Sell |
5,095
-65
| -1% | -$10.3K | 0.01% | 400 |
|
|
2017
Q4 | $886K | Buy |
5,160
+6
| +0.1% | +$974 | 0.02% | 329 |
|
|
2017
Q3 | $830K | Sell |
5,154
-727
| -12% | -$116K | 0.02% | 394 |
|
|
2017
Q2 | $951K | Buy |
5,881
+3,891
| +196% | +$633K | 0.02% | 353 |
|
|
2017
Q1 | $342K | Sell |
1,990
-1,292
| -39% | -$231K | 0.01% | 530 |
|
|
2016
Q4 | $583K | Sell |
3,282
-12,817
| -80% | -$2.38M | 0.01% | 414 |
|
|
2016
Q3 | $3.33M | Buy |
16,099
+149
| +0.9% | +$32.3K | 0.08% | 156 |
|
|
2016
Q2 | $3.46M | Buy |
15,950
+354
| +2% | +$72.2K | 0.08% | 137 |
|
|
2016
Q1 | $3.24M | Buy |
15,596
+14,506
| +1,331% | +$2.79M | 0.08% | 147 |
|
|
2015
Q4 | $212K | Sell |
1,090
-200
| -16% | -$38.7K | 0.01% | 603 |
|
|
2015
Q3 | $237K | Sell |
1,290
-185
| -13% | -$33.9K | 0.01% | 560 |
|
|
2015
Q2 | $255K | Hold |
1,475
| – | – | 0.01% | 589 |
|
|
2015
Q1 | $289K | Hold |
1,475
| – | – | 0.01% | 578 |
|
|
2014
Q4 | $269K | Buy |
+1,475
| New | +$262K | 0.01% | 580 |
|
|
2014
Q3 | – | Sell |
-1,320
| Closed | -$219K | – | 697 |
|
|
2014
Q2 | $219K | Buy |
+1,320
| New | +$216K | 0.01% | 640 |
|
|
2014
Q1 | – | Sell |
-2,515
| Closed | -$360K | – | 673 |
|
|
2013
Q4 | $360K | Sell |
2,515
-98
| -4% | -$14.1K | 0.01% | 463 |
|
|
2013
Q3 | $364K | Sell |
2,613
-1,118
| -30% | -$162K | 0.01% | 418 |
|
|
2013
Q2 | $554K | Buy |
+3,731
| New | +$598K | 0.02% | 313 |
|
Other funds holding SPG
AAMU
