LifePlan Financial Group’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
Q3 | $27K | Hold |
425
| – | – | 0.01% | 309 |
|
|
2020
Q2 | $29K | Sell |
425
-918
| -68% | -$62.6K | 0.01% | 297 |
|
|
2020
Q1 | $74K | Hold |
1,343
| – | – | 0.04% | 193 |
|
|
2019
Q4 | $200K | Hold |
1,343
| – | – | 0.09% | 132 |
|
|
2019
Q3 | $209K | Hold |
1,343
| – | – | 0.1% | 127 |
|
|
2019
Q2 | $215K | Hold |
1,343
| – | – | 0.1% | 125 |
|
|
2019
Q1 | $245K | Hold |
1,343
| – | – | 0.13% | 113 |
|
|
2018
Q4 | $226K | Hold |
1,343
| – | – | 0.14% | 110 |
|
|
2018
Q3 | $237K | Hold |
1,343
| – | – | 0.13% | 115 |
|
|
2018
Q2 | $229K | Hold |
1,343
| – | – | 0.13% | 112 |
|
|
2018
Q1 | $207K | Hold |
1,343
| – | – | 0.12% | 113 |
|
|
2017
Q4 | $216K | Hold |
1,343
| – | – | 0.14% | 105 |
|
|
2017
Q3 | $216K | Hold |
1,343
| – | – | 0.14% | 105 |
|
|
2017
Q2 | $217K | Hold |
1,343
| – | – | 0.15% | 102 |
|
|
2017
Q1 | $231K | Hold |
1,343
| – | – | 0.16% | 102 |
|
|
2016
Q4 | $239K | Hold |
1,343
| – | – | 0.17% | 108 |
|
|
2016
Q3 | $278K | Hold |
1,343
| – | – | 0.19% | 91 |
|
|
2016
Q2 | $291K | Hold |
1,343
| – | – | 0.2% | 82 |
|
|
2016
Q1 | $279K | Hold |
1,343
| – | – | 0.2% | 79 |
|
|
2015
Q4 | $261K | Hold |
1,343
| – | – | 0.19% | 76 |
|
|
2015
Q3 | $247K | Buy |
1,343
+110
| +9% | +$20.2K | 0.18% | 78 |
|
|
2015
Q2 | $213K | Buy |
1,233
+67
| +6% | +$11.6K | 0.14% | 90 |
|
|
2015
Q1 | $228K | Hold |
1,166
| – | – | 0.15% | 71 |
|
|
2014
Q4 | $212K | Buy |
+1,166
| New | +$212K | 0.14% | 73 |
|
|
2014
Q2 | – | Sell |
-468
| Closed | -$72K | – | 196 |
|
|
2014
Q1 | $72K | Hold |
468
| – | – | 0.06% | 100 |
|
|
2013
Q4 | $67K | Hold |
468
| – | – | 0.05% | 99 |
|
|
2013
Q3 | $65K | Buy |
+468
| New | +$65K | 0.05% | 97 |
|