Ipswich Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,347
| Closed | -$245K | – | 180 |
|
|
2019
Q1 | $245K | Hold |
1,347
| – | – | 0.08% | 159 |
|
|
2018
Q4 | $226K | Hold |
1,347
| – | – | 0.08% | 151 |
|
|
2018
Q3 | $238K | Buy |
+1,347
| New | +$238K | 0.08% | 152 |
|
|
2018
Q2 | – | Sell |
-1,347
| Closed | -$208K | – | 136 |
|
|
2018
Q1 | $208K | Hold |
1,347
| – | – | 0.09% | 143 |
|
|
2017
Q4 | $231K | Hold |
1,347
| – | – | 0.1% | 133 |
|
|
2017
Q3 | $217K | Hold |
1,347
| – | – | 0.1% | 130 |
|
|
2017
Q2 | $218K | Hold |
1,347
| – | – | 0.1% | 126 |
|
|
2017
Q1 | $232K | Hold |
1,347
| – | – | 0.1% | 120 |
|
|
2016
Q4 | $239K | Hold |
1,347
| – | – | 0.11% | 114 |
|
|
2016
Q3 | $279K | Hold |
1,347
| – | – | 0.14% | 109 |
|
|
2016
Q2 | $292K | Hold |
1,347
| – | – | 0.14% | 110 |
|
|
2016
Q1 | $287K | Hold |
1,347
| – | – | 0.14% | 106 |
|
|
2015
Q4 | $262K | Hold |
1,347
| – | – | 0.12% | 113 |
|
|
2015
Q3 | $247K | Hold |
1,347
| – | – | 0.12% | 121 |
|
|
2015
Q2 | $233K | Hold |
1,347
| – | – | 0.11% | 119 |
|
|
2015
Q1 | $264K | Hold |
1,347
| – | – | 0.12% | 112 |
|
|
2014
Q4 | $245K | Hold |
1,347
| – | – | 0.1% | 112 |
|
|
2014
Q3 | $221K | Hold |
1,347
| – | – | 0.09% | 118 |
|
|
2014
Q2 | $224K | Sell |
1,347
-85
| -6% | -$14.1K | 0.09% | 129 |
|
|
2014
Q1 | $221K | Hold |
1,432
| – | – | 0.1% | 114 |
|
|
2013
Q4 | $205K | Buy |
+1,432
| New | +$205K | 0.09% | 136 |
|
|
2013
Q3 | – | Sell |
-1,432
| Closed | -$213K | – | 143 |
|
|
2013
Q2 | $213K | Buy |
+1,432
| New | +$213K | 0.09% | 134 |
|