Patriot Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-41,662
| Closed | -$6.43M | – | 88 |
|
|
2018
Q1 | $6.43M | Buy |
41,662
+967
| +2% | +$149K | 0.92% | 42 |
|
|
2017
Q4 | $6.99M | Buy |
40,695
+616
| +2% | +$106K | 0.99% | 37 |
|
|
2017
Q3 | $6.45M | Buy |
40,079
+361
| +0.9% | +$58.1K | 1.05% | 33 |
|
|
2017
Q2 | $6.43M | Buy |
+39,718
| New | +$6.43M | 1.08% | 36 |
|
|
2016
Q3 | – | Sell |
-25,730
| Closed | -$5.58M | – | 73 |
|
|
2016
Q2 | $5.58M | Buy |
+25,730
| New | +$5.58M | 1.1% | 34 |
|
|
2016
Q1 | – | Sell |
-44,865
| Closed | -$8.72M | – | 73 |
|
|
2015
Q4 | $8.72M | Buy |
44,865
+1,603
| +4% | +$312K | 1.81% | 15 |
|
|
2015
Q3 | $7.95M | Buy |
+43,262
| New | +$7.95M | 1.84% | 13 |
|