McKinley Carter Wealth Services’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,268
| Closed | -$344K | – | 144 |
|
|
2020
Q1 | $344K | Buy |
6,268
+817
| +15% | +$44.8K | 0.1% | 111 |
|
|
2019
Q4 | $812K | Buy |
5,451
+520
| +11% | +$77.5K | 0.19% | 87 |
|
|
2019
Q3 | $768K | Buy |
4,931
+45
| +0.9% | +$7.01K | 0.2% | 89 |
|
|
2019
Q2 | $781K | Buy |
4,886
+40
| +0.8% | +$6.39K | 0.21% | 84 |
|
|
2019
Q1 | $883K | Buy |
4,846
+404
| +9% | +$73.6K | 0.25% | 77 |
|
|
2018
Q4 | $746K | Buy |
4,442
+1,366
| +44% | +$229K | 0.25% | 80 |
|
|
2018
Q3 | $544K | Buy |
3,076
+83
| +3% | +$14.7K | 0.16% | 95 |
|
|
2018
Q2 | $509K | Buy |
2,993
+545
| +22% | +$92.7K | 0.16% | 96 |
|
|
2018
Q1 | $378K | Buy |
2,448
+612
| +33% | +$94.5K | 0.12% | 114 |
|
|
2017
Q4 | $315K | Buy |
1,836
+290
| +19% | +$49.8K | 0.11% | 123 |
|
|
2017
Q3 | $249K | Buy |
+1,546
| New | +$249K | 0.1% | 132 |
|