Partners Value Investments’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-105,900
| Closed | -$17.8M | – | 10 |
|
|
2018
Q4 | $17.8M | Hold |
105,900
| – | – | 0.5% | 5 |
|
|
2018
Q3 | $18.7M | Hold |
105,900
| – | – | 0.45% | 7 |
|
|
2018
Q2 | $18M | Hold |
105,900
| – | – | 0.47% | 6 |
|
|
2018
Q1 | $16.3M | Hold |
105,900
| – | – | 0.44% | 6 |
|
|
2017
Q4 | $18.2M | Buy |
105,900
+12,800
| +14% | +$2.2M | 2.71% | 6 |
|
|
2017
Q3 | $15M | Buy |
93,100
+21,100
| +29% | +$3.4M | 2.23% | 6 |
|
|
2017
Q2 | $11.6M | Buy |
+72,000
| New | +$11.6M | 1.86% | 7 |
|