Perkins Coie Trust Company’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-595
| Closed | -$95K | – | 241 |
|
|
2021
Q4 | $95K | Hold |
595
| – | – | 0.03% | 105 |
|
|
2021
Q3 | $77K | Sell |
595
-405
| -41% | -$52.4K | 0.02% | 131 |
|
|
2021
Q2 | $130K | Buy |
+1,000
| New | +$130K | 0.04% | 102 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 413 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 429 |
|