KCM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,252
| Closed | -$215K | – | 534 |
|
|
2017
Q4 | $215K | Sell |
1,252
-100
| -7% | -$17.2K | 0.01% | 491 |
|
|
2017
Q3 | $218K | Sell |
1,352
-200
| -13% | -$32.2K | 0.01% | 494 |
|
|
2017
Q2 | $251K | Sell |
1,552
-476
| -23% | -$77K | 0.02% | 475 |
|
|
2017
Q1 | $349K | Buy |
2,028
+11
| +0.5% | +$1.89K | 0.02% | 413 |
|
|
2016
Q4 | $358K | Hold |
2,017
| – | – | 0.02% | 408 |
|
|
2016
Q3 | $418K | Buy |
2,017
+110
| +6% | +$22.8K | 0.03% | 396 |
|
|
2016
Q2 | $414K | Buy |
1,907
+164
| +9% | +$35.6K | 0.03% | 383 |
|
|
2016
Q1 | $362K | Buy |
1,743
+588
| +51% | +$122K | 0.03% | 388 |
|
|
2015
Q4 | $225K | Sell |
1,155
-15
| -1% | -$2.92K | 0.02% | 481 |
|
|
2015
Q3 | $215K | Buy |
+1,170
| New | +$215K | 0.02% | 487 |
|
|
2015
Q2 | – | Sell |
-1,155
| Closed | -$226K | – | 551 |
|
|
2015
Q1 | $226K | Hold |
1,155
| – | – | 0.02% | 487 |
|
|
2014
Q4 | $210K | Buy |
+1,155
| New | +$210K | 0.02% | 489 |
|