Independent Portfolio Consultants’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $67K | Sell |
413
-214
| -34% | -$34.7K | 0.03% | 474 |
|
|
2017
Q1 | $108K | Sell |
627
-62
| -9% | -$10.7K | 0.04% | 432 |
|
|
2016
Q4 | $122K | Sell |
689
-218
| -24% | -$38.6K | 0.04% | 405 |
|
|
2016
Q3 | $188K | Sell |
907
-50
| -5% | -$10.4K | 0.06% | 333 |
|
|
2016
Q2 | $208K | Hold |
957
| – | – | 0.07% | 321 |
|
|
2016
Q1 | $199K | Sell |
957
-15
| -2% | -$3.12K | 0.06% | 340 |
|
|
2015
Q4 | $189K | Sell |
972
-90
| -8% | -$17.5K | 0.06% | 341 |
|
|
2015
Q3 | $195K | Sell |
1,062
-125
| -11% | -$23K | 0.04% | 344 |
|
|
2015
Q2 | $205K | Buy |
1,187
+1
| +0.1% | +$173 | 0.04% | 365 |
|
|
2015
Q1 | $232K | Buy |
1,186
+144
| +14% | +$28.2K | 0.05% | 325 |
|
|
2014
Q4 | $190K | Sell |
1,042
-2,192
| -68% | -$400K | 0.04% | 385 |
|
|
2014
Q3 | $532K | Sell |
3,234
-630
| -16% | -$104K | 0.14% | 212 |
|
|
2014
Q2 | $643K | Buy |
3,864
+166
| +4% | +$27.6K | 0.18% | 166 |
|
|
2014
Q1 | $570K | Buy |
3,698
+12
| +0.3% | +$1.85K | 0.18% | 182 |
|
|
2013
Q4 | $528K | Sell |
3,686
-373
| -9% | -$53.4K | 0.18% | 205 |
|
|
2013
Q3 | $566K | Sell |
4,059
-69
| -2% | -$9.62K | 0.23% | 164 |
|
|
2013
Q2 | $613K | Buy |
+4,128
| New | +$613K | 0.28% | 113 |
|