Sargent Bickham Lagudis’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
Q4 | – | Sell |
-150
| Closed | -$19K | – | 1005 |
|
|
2021
Q3 | $19K | Hold |
150
| – | – | ﹤0.01% | 615 |
|
|
2021
Q2 | $20K | Hold |
150
| – | – | ﹤0.01% | 610 |
|
|
2021
Q1 | $17K | Buy |
+150
| New | +$17K | ﹤0.01% | 611 |
|
|
2018
Q3 | – | Sell |
-55
| Closed | -$9K | – | 790 |
|
|
2018
Q2 | $9K | Buy |
55
+1
| +2% | +$164 | ﹤0.01% | 608 |
|
|
2018
Q1 | $8K | Buy |
54
+1
| +2% | +$148 | ﹤0.01% | 623 |
|
|
2017
Q4 | $9K | Sell |
53
-356
| -87% | -$60.5K | ﹤0.01% | 625 |
|
|
2017
Q3 | $66K | Buy |
409
+1
| +0.2% | +$161 | 0.01% | 330 |
|
|
2017
Q2 | $66K | Hold |
408
| – | – | 0.01% | 315 |
|
|
2017
Q1 | $70K | Buy |
408
+1
| +0.2% | +$172 | 0.01% | 309 |
|
|
2016
Q4 | $72K | Sell |
407
-712
| -64% | -$126K | 0.01% | 289 |
|
|
2016
Q3 | $232 | Buy |
1,119
+349
| +45% | +$72 | 0.03% | 194 |
|
|
2016
Q2 | $167K | Buy |
770
+184
| +31% | +$39.9K | 0.03% | 222 |
|
|
2016
Q1 | $122K | Buy |
+586
| New | +$122K | 0.02% | 255 |
|