Orrstown Financial Services’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 |
-3,495
| Closed | -$514K | – | 89 |
|
|
2019
Q4 | $514K | Sell |
3,495
-28
| -0.8% | -$4.12K | 0.73% | 58 |
|
|
2019
Q3 | $525K | Sell |
3,523
-11
| -0.3% | -$1.64K | 0.7% | 61 |
|
|
2019
Q2 | $565K | Sell |
3,534
-20
| -0.6% | -$3.2K | 0.77% | 58 |
|
|
2019
Q1 | $648K | Buy |
3,554
+136
| +4% | +$24.8K | 0.91% | 53 |
|
|
2018
Q4 | $574K | Sell |
3,418
-152
| -4% | -$25.5K | 0.86% | 55 |
|
|
2018
Q3 | $631K | Sell |
3,570
-154
| -4% | -$27.2K | 0.83% | 59 |
|
|
2018
Q2 | $634K | Sell |
3,724
-126
| -3% | -$21.5K | 0.79% | 59 |
|
|
2018
Q1 | $594K | Sell |
3,850
-38
| -1% | -$5.86K | 0.7% | 63 |
|
|
2017
Q4 | $668K | Buy |
3,888
+190
| +5% | +$32.6K | 0.77% | 62 |
|
|
2017
Q3 | $595K | Buy |
3,698
+5
| +0.1% | +$804 | 0.66% | 65 |
|
|
2017
Q2 | $597K | Buy |
3,693
+133
| +4% | +$21.5K | 0.65% | 67 |
|
|
2017
Q1 | $612K | Buy |
3,560
+3,551
| +39,456% | +$610K | 0.62% | 68 |
|
|
2016
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 246 |
|
|
2016
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 247 |
|
|
2016
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 258 |
|
|
2016
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 195 |
|