LifePlan Financial Group’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $29K | Sell |
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|
2020
Q1 | $74K | Hold |
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|
2019
Q4 | $200K | Hold |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $245K | Hold |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $237K | Hold |
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|
2018
Q2 | $229K | Hold |
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|
2018
Q1 | $207K | Hold |
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $216K | Hold |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $231K | Hold |
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|
2016
Q4 | $239K | Hold |
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|
2016
Q3 | $278K | Hold |
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|
2016
Q2 | $291K | Hold |
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|
2016
Q1 | $279K | Hold |
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|
2015
Q4 | $261K | Hold |
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|
2015
Q3 | $247K | Buy |
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|
2015
Q2 | $213K | Buy |
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|
2015
Q1 | $228K | Hold |
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|
2014
Q4 | $212K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $72K | Hold |
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|
2013
Q4 | $67K | Hold |
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|
2013
Q3 | $65K | Buy |
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