Opus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,348
| Closed | -$648K | – | 141 |
|
|
2019
Q4 | $648K | Sell |
4,348
-13
| -0.3% | -$1.94K | 0.19% | 62 |
|
|
2019
Q3 | $679K | Buy |
4,361
+12
| +0.3% | +$1.87K | 0.21% | 59 |
|
|
2019
Q2 | $695K | Buy |
4,349
+664
| +18% | +$106K | 0.21% | 57 |
|
|
2019
Q1 | $671K | Buy |
3,685
+714
| +24% | +$130K | 0.18% | 123 |
|
|
2018
Q4 | $499K | Buy |
2,971
+750
| +34% | +$126K | 0.1% | 143 |
|
|
2018
Q3 | $392K | Buy |
2,221
+320
| +17% | +$56.5K | 0.09% | 169 |
|
|
2018
Q2 | $324K | Hold |
1,901
| – | – | 0.08% | 173 |
|
|
2018
Q1 | $294K | Buy |
+1,901
| New | +$294K | 0.07% | 184 |
|