M&R Capital Management’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 |
-1,275
| Closed | -$198K | – | 513 |
|
|
2019
Q3 | $198K | Buy |
1,275
+975
| +325% | +$151K | 0.05% | 174 |
|
|
2019
Q2 | $47K | Hold |
300
| – | – | 0.01% | 281 |
|
|
2019
Q1 | $53K | Hold |
300
| – | – | 0.01% | 270 |
|
|
2018
Q4 | $50K | Sell |
300
-11
| -4% | -$1.83K | 0.01% | 263 |
|
|
2018
Q3 | $54K | Hold |
311
| – | – | 0.01% | 275 |
|
|
2018
Q2 | $52K | Sell |
311
-339
| -52% | -$56.7K | 0.01% | 280 |
|
|
2018
Q1 | $100K | Hold |
650
| – | – | 0.02% | 230 |
|
|
2017
Q4 | $111K | Hold |
650
| – | – | 0.03% | 230 |
|
|
2017
Q3 | $104K | Hold |
650
| – | – | 0.03% | 229 |
|
|
2017
Q2 | $102K | Sell |
650
-50
| -7% | -$7.85K | 0.03% | 234 |
|
|
2017
Q1 | $120K | Buy |
700
+400
| +133% | +$68.6K | 0.03% | 220 |
|
|
2016
Q4 | $53K | Hold |
300
| – | – | 0.01% | 281 |
|
|
2016
Q3 | $62K | Hold |
300
| – | – | 0.02% | 262 |
|
|
2016
Q2 | $65K | Buy |
+300
| New | +$65K | 0.02% | 258 |
|