Psagot Value Holdings’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$1K | – | 608 |
|
|
2023
Q2 | $1K | Buy |
+5
| New | +$545 | ﹤0.01% | 523 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$6K | – | 393 |
|
|
2021
Q4 | $6K | Sell |
40
-4,708
| -99% | -$719K | ﹤0.01% | 326 |
|
|
2021
Q3 | $617K | Sell |
4,748
-11,057
| -70% | -$1.44M | 0.11% | 161 |
|
|
2021
Q2 | $2.06M | Sell |
15,805
-1,650
| -9% | -$205K | 0.07% | 109 |
|
|
2021
Q1 | $1.99M | Sell |
17,455
-218
| -1% | -$22.7K | 0.04% | 157 |
|
|
2020
Q4 | $1.51M | Buy |
17,673
+16,183
| +1,086% | +$1.24M | 0.03% | 155 |
|
|
2020
Q3 | $96K | Hold |
1,490
| – | – | ﹤0.01% | 300 |
|
|
2020
Q2 | $102K | Buy |
1,490
+850
| +133% | +$53.3K | ﹤0.01% | 276 |
|
|
2020
Q1 | $35K | Sell |
640
-6,165
| -91% | -$737K | ﹤0.01% | 305 |
|
|
2019
Q4 | $1.01M | Buy |
6,805
+6,195
| +1,016% | +$929K | 0.03% | 173 |
|
|
2019
Q3 | $95K | Hold |
610
| – | – | ﹤0.01% | 291 |
|
|
2019
Q2 | $97K | Hold |
610
| – | – | ﹤0.01% | 315 |
|
|
2019
Q1 | $111K | Buy |
610
+10
| +2% | +$1.78K | ﹤0.01% | 315 |
|
|
2018
Q4 | $101K | Buy |
+600
| New | +$107K | ﹤0.01% | 309 |
|
|
2017
Q2 | – | Sell |
-700
| Closed | -$120K | – | 344 |
|
|
2017
Q1 | $120K | Hold |
700
| – | – | 0.01% | 232 |
|
|
2016
Q4 | $124K | Hold |
700
| – | – | 0.01% | 220 |
|
|
2016
Q3 | $145K | Hold |
700
| – | – | 0.01% | 215 |
|
|
2016
Q2 | $152K | Hold |
700
| – | – | 0.01% | 210 |
|
|
2016
Q1 | $145K | Hold |
700
| – | – | 0.01% | 249 |
|
|
2015
Q4 | $136K | Hold |
700
| – | – | ﹤0.01% | 264 |
|
|
2015
Q3 | $129K | Sell |
700
-500
| -42% | -$91.7K | ﹤0.01% | 266 |
|
|
2015
Q2 | $208K | Hold |
1,200
| – | – | 0.01% | 244 |
|
|
2015
Q1 | $235K | Hold |
1,200
| – | – | 0.01% | 221 |
|
|
2014
Q4 | $219K | Sell |
1,200
-200
| -14% | -$35.5K | 0.01% | 214 |
|
|
2014
Q3 | $230K | Hold |
1,400
| – | – | 0.01% | 203 |
|
|
2014
Q2 | $233K | Sell |
1,400
-11,884
| -89% | -$1.94M | 0.01% | 213 |
|
|
2014
Q1 | $2.05M | Sell |
13,284
-5,129
| -28% | -$764K | 0.07% | 111 |
|
|
2013
Q4 | $2.63M | Sell |
18,413
-9,302
| -34% | -$1.34M | 0.09% | 103 |
|
|
2013
Q3 | $3.87M | Buy |
27,715
+24,101
| +667% | +$3.5M | 0.15% | 80 |
|
|
2013
Q2 | $537K | Buy |
+3,614
| New | +$580K | 0.02% | 160 |
|
Other funds holding SPG
