Omnia Family Wealth’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-29
| Closed | -$5K | – | 459 |
|
|
2019
Q1 | $5K | Hold |
29
| – | – | ﹤0.01% | 319 |
|
|
2018
Q4 | $5K | Hold |
29
| – | – | ﹤0.01% | 293 |
|
|
2018
Q3 | $5K | Hold |
29
| – | – | ﹤0.01% | 313 |
|
|
2018
Q2 | $5K | Hold |
29
| – | – | ﹤0.01% | 313 |
|
|
2018
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 343 |
|
|
2017
Q4 | $5K | Hold |
29
| – | – | ﹤0.01% | 339 |
|
|
2017
Q3 | $5K | Sell |
29
-32
| -52% | -$5.52K | ﹤0.01% | 347 |
|
|
2017
Q2 | $10K | Buy |
+61
| New | +$10K | ﹤0.01% | 286 |
|