NCM Capital Management Group’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $47K | Hold |
225
| – | – | 0.57% | 59 |
|
|
2016
Q2 | $49K | Sell |
225
-25
| -10% | -$5.44K | 0.6% | 59 |
|
|
2016
Q1 | $52K | Hold |
250
| – | – | 0.64% | 59 |
|
|
2015
Q4 | $49K | Hold |
250
| – | – | 0.57% | 57 |
|
|
2015
Q3 | $46K | Hold |
250
| – | – | 0.57% | 59 |
|
|
2015
Q2 | $43K | Hold |
250
| – | – | 0.48% | 66 |
|
|
2015
Q1 | $49K | Sell |
250
-650
| -72% | -$127K | 0.56% | 62 |
|
|
2014
Q4 | $164K | Hold |
900
| – | – | 1.85% | 17 |
|
|
2014
Q3 | $148K | Hold |
900
| – | – | 1.74% | 19 |
|
|
2014
Q2 | $150K | Sell |
900
-482
| -35% | -$80.3K | 1.75% | 22 |
|
|
2014
Q1 | $213K | Sell |
1,382
-16,264
| -92% | -$2.51M | 1.68% | 19 |
|
|
2013
Q4 | $2.53M | Hold |
17,646
| – | – | 1.66% | 16 |
|
|
2013
Q3 | $2.46M | Buy |
17,646
+3,274
| +23% | +$457K | 1.77% | 18 |
|
|
2013
Q2 | $2.14M | Buy |
+14,372
| New | +$2.14M | 1.64% | 22 |
|