JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-87
| Closed | -$9.4K | – | 744 |
|
|
2023
Q3 | $9.4K | Buy |
+87
| New | +$9.4K | ﹤0.01% | 473 |
|
|
2023
Q2 | – | Sell |
-87
| Closed | -$9.74K | – | 749 |
|
|
2023
Q1 | $9.74K | Buy |
+87
| New | +$9.74K | ﹤0.01% | 488 |
|
|
2021
Q4 | – | Sell |
-23
| Closed | -$3K | – | 876 |
|
|
2021
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 650 |
|
|
2021
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 601 |
|
|
2021
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 580 |
|
|
2020
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 566 |
|
|
2020
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 519 |
|
|
2020
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 550 |
|
|
2019
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 539 |
|
|
2019
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 496 |
|
|
2019
Q2 | $4K | Hold |
23
| – | – | ﹤0.01% | 541 |
|
|
2019
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 471 |
|
|
2018
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 450 |
|
|
2018
Q3 | – | Sell |
-23
| Closed | -$4K | – | 680 |
|
|
2018
Q2 | $4K | Hold |
23
| – | – | ﹤0.01% | 469 |
|
|
2018
Q1 | $4K | Sell |
23
-79
| -77% | -$13.7K | ﹤0.01% | 436 |
|
|
2017
Q4 | $18K | Hold |
102
| – | – | ﹤0.01% | 326 |
|
|
2017
Q3 | $16K | Hold |
102
| – | – | ﹤0.01% | 323 |
|
|
2017
Q2 | $16K | Hold |
102
| – | – | ﹤0.01% | 317 |
|
|
2017
Q1 | $18K | Sell |
102
-100
| -50% | -$17.6K | ﹤0.01% | 308 |
|
|
2016
Q4 | $36K | Sell |
202
-412
| -67% | -$73.4K | 0.01% | 236 |
|
|
2016
Q3 | $127K | Buy |
614
+457
| +291% | +$94.5K | 0.02% | 306 |
|
|
2016
Q2 | $34K | Hold |
157
| – | – | 0.01% | 243 |
|
|
2016
Q1 | $33K | Hold |
157
| – | – | 0.01% | 232 |
|
|
2015
Q4 | $31K | Buy |
157
+23
| +17% | +$4.54K | 0.01% | 235 |
|
|
2015
Q3 | $25K | Hold |
134
| – | – | 0.01% | 263 |
|
|
2015
Q2 | $23K | Hold |
134
| – | – | 0.01% | 269 |
|
|
2015
Q1 | $26K | Hold |
134
| – | – | 0.01% | 260 |
|
|
2014
Q4 | $24K | Hold |
134
| – | – | 0.01% | 274 |
|
|
2014
Q3 | $22K | Buy |
134
+4
| +3% | +$657 | 0.01% | 279 |
|
|
2014
Q2 | $22K | Sell |
130
-8
| -6% | -$1.35K | 0.01% | 258 |
|
|
2014
Q1 | $21K | Buy |
138
+32
| +30% | +$4.87K | 0.01% | 250 |
|
|
2013
Q4 | $15K | Hold |
106
| – | – | 0.01% | 283 |
|
|
2013
Q3 | $15K | Hold |
106
| – | – | 0.01% | 271 |
|
|
2013
Q2 | $16K | Buy |
+106
| New | +$16K | 0.01% | 227 |
|