Legacy Private 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
Q1 | – | Sell |
-2,283
| Closed | -$444K | – | 251 |
|
|
2015
Q4 | $444K | Sell |
2,283
-132
| -5% | -$25.7K | 0.07% | 186 |
|
|
2015
Q3 | $444K | Sell |
2,415
-47
| -2% | -$8.64K | 0.07% | 182 |
|
|
2015
Q2 | $426K | Hold |
2,462
| – | – | 0.06% | 199 |
|
|
2015
Q1 | $482K | Sell |
2,462
-715
| -23% | -$140K | 0.07% | 189 |
|
|
2014
Q4 | $579K | Hold |
3,177
| – | – | 0.08% | 179 |
|
|
2014
Q3 | $522K | Hold |
3,177
| – | – | 0.08% | 179 |
|
|
2014
Q2 | $528K | Buy |
+3,177
| New | +$528K | 0.08% | 178 |
|