Integrated Wealth Management’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 | – | Sell |
-234
| Closed | -$48K | – | 892 |
|
|
2016
Q3 | $48K | Sell |
234
-6
| -3% | -$1.23K | 0.02% | 417 |
|
|
2016
Q2 | $52K | Hold |
240
| – | – | 0.02% | 399 |
|
|
2016
Q1 | $50K | Sell |
240
-125
| -34% | -$26K | 0.02% | 383 |
|
|
2015
Q4 | $71K | Sell |
365
-50
| -12% | -$9.73K | 0.03% | 334 |
|
|
2015
Q3 | $76K | Hold |
415
| – | – | 0.03% | 310 |
|
|
2015
Q2 | $72K | Sell |
415
-23
| -5% | -$3.99K | 0.03% | 323 |
|
|
2015
Q1 | $85K | Buy |
+438
| New | +$85K | 0.04% | 299 |
|