Lenox Wealth Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $17K | Buy |
262
+69
| +36% | +$4.48K | 0.01% | 368 |
|
|
2020
Q1 | $10K | Buy |
193
+31
| +19% | +$1.61K | ﹤0.01% | 393 |
|
|
2019
Q4 | $24K | Buy |
162
+11
| +7% | +$1.63K | 0.01% | 344 |
|
|
2019
Q3 | $23K | Sell |
151
-1,628
| -92% | -$248K | 0.01% | 342 |
|
|
2019
Q2 | $284K | Sell |
1,779
-50
| -3% | -$7.98K | 0.08% | 106 |
|
|
2019
Q1 | $333K | Buy |
1,829
+1,790
| +4,590% | +$326K | 0.1% | 98 |
|
|
2018
Q4 | $1K | Sell |
39
-143
| -79% | -$3.67K | ﹤0.01% | 618 |
|
|
2018
Q3 | $6K | Buy |
+182
| New | +$6K | ﹤0.01% | 481 |
|