MU Investments Company’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-130
| Closed | -$22K | – | 130 |
|
|
2017
Q4 | $22K | Hold |
130
| – | – | 0.02% | 132 |
|
|
2017
Q3 | $21K | Sell |
130
-60
| -32% | -$9.69K | 0.02% | 149 |
|
|
2017
Q2 | $31K | Hold |
190
| – | – | 0.02% | 152 |
|
|
2017
Q1 | $32K | Sell |
190
-110
| -37% | -$18.5K | 0.02% | 162 |
|
|
2016
Q4 | $53K | Sell |
300
-50
| -14% | -$8.83K | 0.04% | 133 |
|
|
2016
Q3 | $73K | Sell |
350
-430
| -55% | -$89.7K | 0.05% | 130 |
|
|
2016
Q2 | $168K | Sell |
780
-500
| -39% | -$108K | 0.11% | 91 |
|
|
2016
Q1 | $263K | Hold |
1,280
| – | – | 0.17% | 107 |
|
|
2015
Q4 | $248K | Sell |
1,280
-170
| -12% | -$32.9K | 0.15% | 125 |
|
|
2015
Q3 | $265K | Hold |
1,450
| – | – | 0.14% | 135 |
|
|
2015
Q2 | $248K | Sell |
1,450
-150
| -9% | -$25.7K | 0.12% | 174 |
|
|
2015
Q1 | $315K | Buy |
+1,600
| New | +$315K | 0.15% | 132 |
|