Lowe Brockenbrough & Co’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
Q4 | – | Sell |
-1,300
| Closed | -$202K | – | 219 |
|
|
2019
Q3 | $202K | Hold |
1,300
| – | – | 0.03% | 210 |
|
|
2019
Q2 | $208K | Hold |
1,300
| – | – | 0.03% | 205 |
|
|
2019
Q1 | $237K | Hold |
1,300
| – | – | 0.03% | 194 |
|
|
2018
Q4 | $218K | Hold |
1,300
| – | – | 0.04% | 183 |
|
|
2018
Q3 | $230K | Hold |
1,300
| – | – | 0.03% | 193 |
|
|
2018
Q2 | $221K | Sell |
1,300
-41
| -3% | -$6.97K | 0.03% | 194 |
|
|
2018
Q1 | $207K | Buy |
1,341
+41
| +3% | +$6.33K | 0.03% | 196 |
|
|
2017
Q4 | $223K | Hold |
1,300
| – | – | 0.03% | 192 |
|
|
2017
Q3 | $209K | Hold |
1,300
| – | – | 0.03% | 195 |
|
|
2017
Q2 | $210K | Hold |
1,300
| – | – | 0.03% | 191 |
|
|
2017
Q1 | $224K | Hold |
1,300
| – | – | 0.04% | 187 |
|
|
2016
Q4 | $231K | Hold |
1,300
| – | – | 0.04% | 184 |
|
|
2016
Q3 | $269K | Buy |
+1,300
| New | +$269K | 0.05% | 170 |
|