Lodestar Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $402K | Sell |
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|
2019
Q1 | $647K | Sell |
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|
2018
Q4 | $603K | Buy |
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|
2018
Q3 | $635K | Hold |
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|
2018
Q2 | $611K | Buy |
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|
2018
Q1 | $554K | Buy |
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|
2017
Q4 | $294K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $272K | Hold |
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|
2016
Q1 | $260K | Hold |
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|
2015
Q4 | $243K | Hold |
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|
2015
Q3 | $230K | Hold |
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|
2015
Q2 | $217K | Hold |
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|
2015
Q1 | $245K | Hold |
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|
2014
Q4 | $228K | Hold |
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|
2014
Q3 | $206K | Hold |
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|
2014
Q2 | $208K | Sell |
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|
2014
Q1 | $205K | Buy |
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