Lourd Capital’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,316
| Closed | -$893K | – | 269 |
|
|
2018
Q4 | $893K | Buy |
5,316
+118
| +2% | +$19.8K | 0.07% | 64 |
|
|
2018
Q3 | $919K | Buy |
+5,198
| New | +$919K | 0.06% | 72 |
|
|
2018
Q1 | – | Sell |
-12,102
| Closed | -$2.08M | – | 302 |
|
|
2017
Q4 | $2.08M | Buy |
+12,102
| New | +$2.08M | 0.14% | 36 |
|