Ropes Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-45
| Closed | -$4K | – | 707 |
|
|
2020
Q4 | $4K | Sell |
45
-125
| -74% | -$11.1K | ﹤0.01% | 587 |
|
|
2020
Q3 | $11K | Hold |
170
| – | – | ﹤0.01% | 509 |
|
|
2020
Q2 | $12K | Hold |
170
| – | – | ﹤0.01% | 435 |
|
|
2020
Q1 | $9K | Hold |
170
| – | – | ﹤0.01% | 431 |
|
|
2019
Q4 | $25K | Buy |
170
+93
| +121% | +$13.7K | 0.01% | 396 |
|
|
2019
Q3 | $12K | Hold |
77
| – | – | ﹤0.01% | 465 |
|
|
2019
Q2 | $12K | Hold |
77
| – | – | ﹤0.01% | 469 |
|
|
2019
Q1 | $14K | Sell |
77
-77
| -50% | -$14K | ﹤0.01% | 431 |
|
|
2018
Q4 | $26K | Hold |
154
| – | – | 0.01% | 356 |
|
|
2018
Q3 | $27K | Sell |
154
-636
| -81% | -$112K | 0.01% | 380 |
|
|
2018
Q2 | $134K | Sell |
790
-341
| -30% | -$57.8K | 0.04% | 257 |
|
|
2018
Q1 | $175K | Sell |
1,131
-416
| -27% | -$64.4K | 0.05% | 229 |
|
|
2017
Q4 | $266K | Hold |
1,547
| – | – | 0.07% | 196 |
|
|
2017
Q3 | $249K | Hold |
1,547
| – | – | 0.07% | 199 |
|
|
2017
Q2 | $250K | Sell |
1,547
-40
| -3% | -$6.46K | 0.07% | 199 |
|
|
2017
Q1 | $273K | Sell |
1,587
-25
| -2% | -$4.3K | 0.08% | 194 |
|
|
2016
Q4 | $286K | Buy |
1,612
+40
| +3% | +$7.1K | 0.09% | 173 |
|
|
2016
Q3 | $325K | Sell |
1,572
-21
| -1% | -$4.34K | 0.11% | 156 |
|
|
2016
Q2 | $346K | Buy |
1,593
+21
| +1% | +$4.56K | 0.12% | 140 |
|
|
2016
Q1 | $326K | Sell |
1,572
-1,064
| -40% | -$221K | 0.14% | 117 |
|
|
2015
Q4 | $513K | Hold |
2,636
| – | – | 0.23% | 76 |
|
|
2015
Q3 | $484K | Hold |
2,636
| – | – | 0.25% | 69 |
|
|
2015
Q2 | $456K | Hold |
2,636
| – | – | 0.25% | 73 |
|
|
2015
Q1 | $516K | Buy |
+2,636
| New | +$516K | 0.27% | 70 |
|