Segment Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,405
| Closed | -$389K | – | 215 |
|
|
2017
Q2 | $389K | Buy |
2,405
+82
| +4% | +$13.3K | 0.11% | 138 |
|
|
2017
Q1 | $400K | Hold |
2,323
| – | – | 0.13% | 120 |
|
|
2016
Q4 | $413K | Hold |
2,323
| – | – | 0.15% | 109 |
|
|
2016
Q3 | $481K | Hold |
2,323
| – | – | 0.19% | 100 |
|
|
2016
Q2 | $504K | Sell |
2,323
-1,000
| -30% | -$217K | 0.21% | 89 |
|
|
2016
Q1 | $690K | Hold |
3,323
| – | – | 0.26% | 77 |
|
|
2015
Q4 | $646K | Buy |
3,323
+100
| +3% | +$19.4K | 0.24% | 82 |
|
|
2015
Q3 | $592K | Hold |
3,223
| – | – | 0.23% | 86 |
|
|
2015
Q2 | $558K | Hold |
3,223
| – | – | 0.19% | 86 |
|
|
2015
Q1 | $631K | Hold |
3,223
| – | – | 0.21% | 90 |
|
|
2014
Q4 | $587K | Sell |
3,223
-40
| -1% | -$7.29K | 0.23% | 82 |
|
|
2014
Q3 | $537K | Hold |
3,263
| – | – | 0.21% | 94 |
|
|
2014
Q2 | $543K | Sell |
3,263
-163
| -5% | -$27.1K | 0.21% | 99 |
|
|
2014
Q1 | $529K | Hold |
3,426
| – | – | 0.25% | 86 |
|
|
2013
Q4 | $490K | Buy |
3,426
+450
| +15% | +$64.4K | 0.24% | 91 |
|
|
2013
Q3 | $415K | Buy |
2,976
+1,302
| +78% | +$182K | 0.23% | 91 |
|
|
2013
Q2 | $249K | Buy |
+1,674
| New | +$249K | 0.15% | 121 |
|