Mariner Wealth Advisors (Cincinnati)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $384K | Hold |
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|
2018
Q2 | $370K | Hold |
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|
2018
Q1 | $335K | Hold |
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|
2017
Q4 | $373K | Hold |
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|
2017
Q3 | $350K | Sell |
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|
2017
Q2 | $376K | Buy |
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|
2017
Q1 | $380K | Hold |
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|
2016
Q4 | $393K | Hold |
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|
2016
Q3 | $458K | Sell |
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|
2016
Q2 | $545K | Buy |
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|
2016
Q1 | $506K | Buy |
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