Investors Capital Advisory Services’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
Q2 | $361K | Buy |
1,665
+198
| +13% | +$42.9K | 0.07% | 372 |
|
|
2016
Q1 | $304K | Sell |
1,467
-199
| -12% | -$41.2K | 0.06% | 411 |
|
|
2015
Q4 | $323K | Sell |
1,666
-299
| -15% | -$58K | 0.06% | 415 |
|
|
2015
Q3 | $361K | Sell |
1,965
-455
| -19% | -$83.6K | 0.07% | 381 |
|
|
2015
Q2 | $418K | Buy |
2,420
+501
| +26% | +$86.5K | 0.08% | 371 |
|
|
2015
Q1 | $375K | Buy |
1,919
+1
| +0.1% | +$195 | 0.07% | 388 |
|
|
2014
Q4 | $349K | Hold |
1,918
| – | – | 0.07% | 392 |
|
|
2014
Q3 | $315K | Hold |
1,918
| – | – | 0.06% | 415 |
|
|
2014
Q2 | $318K | Buy |
+1,918
| New | +$318K | 0.05% | 458 |
|