La Francaise Forum Securities’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 | $1.64M | Buy |
+9,200
| New | +$1.64M | 7.15% | 3 |
|
|
2016
Q1 | – | Sell |
-13,255
| Closed | -$2.58M | – | 44 |
|
|
2015
Q4 | $2.58M | Sell |
13,255
-233
| -2% | -$45.3K | 3.42% | 11 |
|
|
2015
Q3 | $2.48M | Sell |
13,488
-24,862
| -65% | -$4.57M | 2.85% | 16 |
|
|
2015
Q2 | $6.64M | Sell |
38,350
-24,637
| -39% | -$4.26M | 5.42% | 1 |
|
|
2015
Q1 | $12.3M | Sell |
62,987
-2,557
| -4% | -$500K | 8.09% | 1 |
|
|
2014
Q4 | $11.9M | Buy |
65,544
+1,672
| +3% | +$304K | 8.72% | 1 |
|
|
2014
Q3 | $10.5M | Sell |
63,872
-62,532
| -49% | -$10.3M | 8.39% | 1 |
|
|
2014
Q2 | $21M | Sell |
126,404
-13,741
| -10% | -$2.28M | 9.96% | 1 |
|
|
2014
Q1 | $21.6M | Buy |
140,145
+638
| +0.5% | +$98.4K | 10.89% | 1 |
|
|
2013
Q4 | $20M | Sell |
139,507
-21
| -0% | -$3.01K | 11.39% | 1 |
|
|
2013
Q3 | $56.9M | Buy |
139,528
+11,096
| +9% | +$4.52M | 27.85% | 1 |
|
|
2013
Q2 | $19.1M | Buy |
+128,432
| New | +$19.1M | 11.32% | 1 |
|