Lebenthal Holdings’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
Q2 | $2.01M | Sell |
9,288
-1,350
| -13% | -$293K | 0.25% | 130 |
|
|
2016
Q1 | $2.21M | Buy |
10,638
+87
| +0.8% | +$18.1K | 0.39% | 78 |
|
|
2015
Q4 | $2.05M | Sell |
10,551
-728
| -6% | -$142K | 0.48% | 79 |
|
|
2015
Q3 | $2.07M | Buy |
11,279
+104
| +0.9% | +$19.1K | 0.48% | 77 |
|
|
2015
Q2 | $1.93M | Buy |
11,175
+821
| +8% | +$142K | 0.39% | 107 |
|
|
2015
Q1 | $2.03M | Buy |
+10,354
| New | +$2.03M | 0.48% | 82 |
|