Hobart Private Capital’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-3,144
Closed -$573K 171
2019
Q1
$573K Sell
3,144
-571
-15% -$104K 0.44% 64
2018
Q4
$624K Buy
3,715
+835
+29% +$140K 0.53% 54
2018
Q3
$509K Sell
2,880
-39
-1% -$6.89K 0.39% 76
2018
Q2
$497K Buy
+2,919
New +$497K 0.4% 71
2018
Q1
Sell
-3,360
Closed -$577K 125
2017
Q4
$577K Buy
+3,360
New +$577K 0.51% 64