Kanaly Trust’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 | $15K | Sell |
87
-4
| -4% | -$690 | ﹤0.01% | 484 |
|
|
2016
Q3 | $19K | Buy |
91
+9
| +11% | +$1.88K | ﹤0.01% | 429 |
|
|
2016
Q2 | $18K | Hold |
82
| – | – | ﹤0.01% | 445 |
|
|
2016
Q1 | $17K | Buy |
82
+11
| +15% | +$2.28K | ﹤0.01% | 474 |
|
|
2015
Q4 | $14K | Hold |
71
| – | – | ﹤0.01% | 507 |
|
|
2015
Q3 | $13K | Sell |
71
-21
| -23% | -$3.85K | ﹤0.01% | 515 |
|
|
2015
Q2 | $16K | Buy |
92
+28
| +44% | +$4.87K | ﹤0.01% | 487 |
|
|
2015
Q1 | $13K | Buy |
64
+21
| +49% | +$4.27K | ﹤0.01% | 440 |
|
|
2014
Q4 | $8K | Buy |
43
+2
| +5% | +$372 | ﹤0.01% | 491 |
|
|
2014
Q3 | $7K | Hold |
41
| – | – | ﹤0.01% | 505 |
|
|
2014
Q2 | $7K | Buy |
41
+13
| +46% | +$2.22K | ﹤0.01% | 512 |
|
|
2014
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 593 |
|