Rand Wealth’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,661
| Closed | -$325K | – | 211 |
|
|
2015
Q1 | $325K | Sell |
1,661
-48
| -3% | -$9.39K | 0.04% | 185 |
|
|
2014
Q4 | $351K | Buy |
1,709
+1
| +0.1% | +$205 | 0.05% | 184 |
|
|
2014
Q3 | $281K | Hold |
1,708
| – | – | 0.04% | 179 |
|
|
2014
Q2 | $284K | Sell |
1,708
-108
| -6% | -$18K | 0.04% | 173 |
|
|
2014
Q1 | $280K | Hold |
1,816
| – | – | 0.05% | 169 |
|
|
2013
Q4 | $260K | Hold |
1,816
| – | – | 0.05% | 176 |
|
|
2013
Q3 | $253K | Buy |
1,816
+155
| +9% | +$21.6K | 0.05% | 174 |
|
|
2013
Q2 | $247K | Buy |
+1,661
| New | +$247K | 0.05% | 169 |
|