IPG Investment Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,480
| Closed | -$237K | – | 218 |
|
|
2021
Q4 | $237K | Buy |
+1,480
| New | +$237K | 0.04% | 170 |
|
|
2016
Q4 | – | Sell |
-1,005
| Closed | -$208K | – | 148 |
|
|
2016
Q3 | $208K | Sell |
1,005
-300
| -23% | -$62.1K | 0.09% | 105 |
|
|
2016
Q2 | $283K | Sell |
1,305
-30
| -2% | -$6.51K | 0.12% | 97 |
|
|
2016
Q1 | $277K | Hold |
1,335
| – | – | 0.13% | 83 |
|
|
2015
Q4 | $261K | Buy |
+1,335
| New | +$261K | 0.12% | 91 |
|
|
2015
Q3 | – | Sell |
-1,400
| Closed | -$242K | – | 143 |
|
|
2015
Q2 | $242K | Sell |
1,400
-20
| -1% | -$3.46K | 0.09% | 112 |
|
|
2015
Q1 | $278K | Buy |
1,420
+113
| +9% | +$22.1K | 0.11% | 100 |
|
|
2014
Q4 | $238K | Sell |
1,307
-3
| -0.2% | -$546 | 0.09% | 101 |
|
|
2014
Q3 | $229K | Hold |
1,310
| – | – | 0.08% | 88 |
|
|
2014
Q2 | $218K | Buy |
+1,310
| New | +$218K | 0.09% | 90 |
|