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Lucia Wealth Services’s Simon Property Group SPG Stock Holding History

Lucia Wealth Services’s Portfolio SPG Stock Details SPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-303
Closed -$54K – 213
2018
Q3 		$54K Buy
303
+82
+37% +$14.6K 0.02% 187
2018
Q2 		$38K Buy
221
+142
+180% +$24.4K 0.02% 177
2018
Q1 		$12K Buy
+79
New +$12K ﹤0.01% 186