Miles Capital’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
Q1 | – | Sell |
-1,675
| Closed | -$250K | – | 175 |
|
|
2019
Q4 | $250K | Buy |
1,675
+16
| +1% | +$2.39K | 0.2% | 140 |
|
|
2019
Q3 | $258K | Hold |
1,659
| – | – | 0.21% | 121 |
|
|
2019
Q2 | $265K | Buy |
1,659
+244
| +17% | +$39K | 0.22% | 120 |
|
|
2019
Q1 | $258K | Hold |
1,415
| – | – | 0.22% | 126 |
|
|
2018
Q4 | $238K | Sell |
1,415
-605
| -30% | -$102K | 0.23% | 128 |
|
|
2018
Q3 | $357K | Sell |
2,020
-389
| -16% | -$68.7K | 0.29% | 95 |
|
|
2018
Q2 | $410K | Sell |
2,409
-11
| -0.5% | -$1.87K | 0.25% | 80 |
|
|
2018
Q1 | $374K | Hold |
2,420
| – | – | 0.21% | 83 |
|
|
2017
Q4 | $416K | Sell |
2,420
-2
| -0.1% | -$344 | 0.24% | 71 |
|
|
2017
Q3 | $390K | Buy |
2,422
+167
| +7% | +$26.9K | 0.22% | 71 |
|
|
2017
Q2 | $365K | Hold |
2,255
| – | – | 0.2% | 83 |
|
|
2017
Q1 | $388K | Sell |
2,255
-44
| -2% | -$7.57K | 0.22% | 74 |
|
|
2016
Q4 | $408K | Buy |
+2,299
| New | +$408K | 0.25% | 62 |
|