OAM
Optimal Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $443K | Buy |
171,049
+100
| +0.1% | +$259 | 0.06% | 312 |
|
|
2021
Q2 | $387K | Buy |
170,949
+63,092
| +58% | +$143K | 0.05% | 327 |
|
|
2021
Q1 | $230K | Sell |
107,857
-35,399
| -25% | -$75.5K | 0.03% | 341 |
|
|
2020
Q4 | $3.2M | Buy |
143,256
+2
| +0% | +$45 | 0.45% | 60 |
|
|
2020
Q3 | $2.43M | Buy |
143,254
+112,569
| +367% | +$1.91M | 0.35% | 88 |
|
|
2020
Q2 | $2.1M | Sell |
30,685
-23,330
| -43% | -$1.6M | 0.34% | 98 |
|
|
2020
Q1 | $2.96K | Buy |
54,015
+24,338
| +82% | +$1.34K | 0.28% | 121 |
|
|
2019
Q4 | $4.42M | Buy |
+29,677
| New | +$4.42M | 0.67% | 26 |
|