Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $770K | Buy |
5,924
+795
| +16% | +$103K | 0.05% | 327 |
|
|
2021
Q2 | $669K | Sell |
5,129
-128
| -2% | -$16.7K | 0.05% | 377 |
|
|
2021
Q1 | $598K | Buy |
5,257
+1,575
| +43% | +$179K | 0.04% | 379 |
|
|
2020
Q4 | $314K | Buy |
3,682
+600
| +19% | +$51.2K | 0.02% | 556 |
|
|
2020
Q3 | $244K | Sell |
3,082
-610
| -17% | -$48.3K | 0.02% | 597 |
|
|
2020
Q2 | $252K | Buy |
+3,692
| New | +$252K | 0.02% | 550 |
|
|
2020
Q1 | – | Sell |
-1,932
| Closed | -$288K | – | 757 |
|
|
2019
Q4 | $288K | Buy |
+1,932
| New | +$288K | 0.03% | 538 |
|
|
2019
Q3 | – | Sell |
-2,152
| Closed | -$344K | – | 751 |
|
|
2019
Q2 | $344K | Buy |
2,152
+33
| +2% | +$5.28K | 0.04% | 478 |
|
|
2019
Q1 | $386K | Buy |
+2,119
| New | +$386K | 0.04% | 434 |
|