RWM
RBA Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,439
| Closed | -$214K | – | 109 |
|
|
2019
Q4 | $214K | Sell |
1,439
-116
| -7% | -$17.3K | 0.15% | 99 |
|
|
2019
Q3 | $242K | Sell |
1,555
-55
| -3% | -$8.56K | 0.18% | 82 |
|
|
2019
Q2 | $257K | Sell |
1,610
-88
| -5% | -$14K | 0.2% | 73 |
|
|
2019
Q1 | $314K | Buy |
+1,698
| New | +$314K | 0.24% | 66 |
|