Parsec Financial 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
2021
Q1
Sell
-5,196
Closed -$443K 262
2020
Q4
$443K Sell
5,196
-821
-14% -$70K 0.02% 185
2020
Q3
$389K Buy
6,017
+897
+18% +$58K 0.02% 185
2020
Q2
$350K Buy
+5,120
New +$350K 0.02% 185