PIA
Piedmont Investment Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-65,168
| Closed | -$3.58M | – | 596 |
|
|
2020
Q1 | $3.58M | Buy |
65,168
+4,933
| +8% | +$271K | 0.14% | 145 |
|
|
2019
Q4 | $8.97M | Buy |
60,235
+1,053
| +2% | +$157K | 0.31% | 84 |
|
|
2019
Q3 | $9.21M | Buy |
59,182
+2,595
| +5% | +$404K | 0.36% | 69 |
|
|
2019
Q2 | $9.04M | Sell |
56,587
-957
| -2% | -$153K | 0.36% | 61 |
|
|
2019
Q1 | $10.5M | Buy |
57,544
+557
| +1% | +$101K | 0.43% | 48 |
|
|
2018
Q4 | $9.57M | Buy |
56,987
+33,386
| +141% | +$5.61M | 0.46% | 44 |
|
|
2018
Q3 | $4.17M | Buy |
23,601
+10,307
| +78% | +$1.82M | 0.18% | 124 |
|
|
2018
Q2 | $2.26M | Sell |
13,294
-33,347
| -71% | -$5.68M | 0.11% | 197 |
|
|
2018
Q1 | $7.2M | Sell |
46,641
-20,190
| -30% | -$3.12M | 0.19% | 135 |
|
|
2017
Q4 | $11.5M | Sell |
66,831
-221
| -0.3% | -$38K | 0.23% | 117 |
|
|
2017
Q3 | $10.8M | Buy |
67,052
+613
| +0.9% | +$98.7K | 0.23% | 114 |
|
|
2017
Q2 | $10.7M | Sell |
66,439
-63,036
| -49% | -$10.2M | 0.24% | 116 |
|
|
2017
Q1 | $22.3M | Sell |
129,475
-60,437
| -32% | -$10.4M | 0.46% | 61 |
|
|
2016
Q4 | $33.7M | Buy |
189,912
+2,346
| +1% | +$417K | 0.69% | 43 |
|
|
2016
Q3 | $38.8M | Sell |
187,566
-1,570
| -0.8% | -$325K | 0.84% | 31 |
|
|
2016
Q2 | $41M | Sell |
189,136
-35,694
| -16% | -$7.74M | 0.84% | 34 |
|
|
2016
Q1 | $46.7M | Buy |
224,830
+936
| +0.4% | +$194K | 0.98% | 26 |
|
|
2015
Q4 | $43.5M | Sell |
223,894
-27,145
| -11% | -$5.28M | 0.92% | 29 |
|
|
2015
Q3 | $46.1M | Buy |
251,039
+16,941
| +7% | +$3.11M | 1.04% | 23 |
|
|
2015
Q2 | $40.5M | Buy |
234,098
+88,629
| +61% | +$15.3M | 0.86% | 28 |
|
|
2015
Q1 | $28.5M | Buy |
+145,469
| New | +$28.5M | 1.74% | 25 |
|
|
2013
Q3 | – | Sell |
-713
| Closed | -$113K | – | 358 |
|
|
2013
Q2 | $113K | Buy |
+713
| New | +$113K | 0.01% | 215 |
|