Integrated Wealth Counsel’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $10K | Hold |
59
| – | – | 0.02% | 169 |
|
|
2016
Q3 | $12K | Hold |
59
| – | – | 0.03% | 141 |
|
|
2016
Q2 | $13K | Hold |
59
| – | – | 0.03% | 60 |
|
|
2016
Q1 | $12K | Buy |
+59
| New | +$12K | 0.03% | 62 |
|
|
2013
Q4 | – | Sell |
-663
| Closed | -$92.5K | – | 204 |
|
|
2013
Q3 | $92.5K | Hold |
663
| – | – | 0.07% | 77 |
|
|
2013
Q2 | $99K | Buy |
+663
| New | +$99K | 0.07% | 80 |
|