Parasol Investment Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-200
| Closed | -$36K | – | 133 |
|
|
2016
Q4 | $36K | Hold |
200
| – | – | 0.04% | 112 |
|
|
2016
Q3 | $41K | Hold |
200
| – | – | 0.04% | 103 |
|
|
2016
Q2 | $43K | Hold |
200
| – | – | 0.04% | 98 |
|
|
2016
Q1 | $42K | Hold |
200
| – | – | 0.04% | 92 |
|
|
2015
Q4 | $39K | Hold |
200
| – | – | 0.04% | 95 |
|
|
2015
Q3 | $37K | Hold |
200
| – | – | 0.03% | 102 |
|
|
2015
Q2 | $35K | Hold |
200
| – | – | 0.02% | 126 |
|
|
2015
Q1 | $39K | Hold |
200
| – | – | 0.02% | 120 |
|
|
2014
Q4 | $36K | Hold |
200
| – | – | 0.02% | 142 |
|
|
2014
Q3 | $33K | Hold |
200
| – | – | 0.02% | 134 |
|
|
2014
Q2 | $33K | Sell |
200
-13
| -6% | -$2.15K | 0.02% | 138 |
|
|
2014
Q1 | $33K | Hold |
213
| – | – | 0.02% | 115 |
|
|
2013
Q4 | $30K | Buy |
+213
| New | +$30K | 0.02% | 118 |
|