Partnervest Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,189
| Closed | -$204K | – | 197 |
|
|
2017
Q4 | $204K | Buy |
+1,189
| New | +$204K | 0.1% | 166 |
|
|
2014
Q3 | – | Sell |
-230
| Closed | -$38K | – | 689 |
|
|
2014
Q2 | $38K | Sell |
230
-35
| -13% | -$5.78K | 0.02% | 419 |
|
|
2014
Q1 | $41K | Hold |
265
| – | – | 0.02% | 360 |
|
|
2013
Q4 | $38K | Buy |
265
+65
| +33% | +$9.32K | 0.02% | 359 |
|
|
2013
Q3 | $28K | Buy |
200
+3
| +2% | +$420 | 0.01% | 384 |
|
|
2013
Q2 | $29K | Buy |
+197
| New | +$29K | 0.01% | 339 |
|