SAM
SignalPoint Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,641
| Closed | -$469K | – | 202 |
|
|
2016
Q4 | $469K | Buy |
2,641
+515
| +24% | +$91.5K | 0.12% | 154 |
|
|
2016
Q3 | $440K | Buy |
2,126
+426
| +25% | +$88.2K | 0.12% | 153 |
|
|
2016
Q2 | $369K | Hold |
1,700
| – | – | 0.15% | 149 |
|
|
2016
Q1 | $353K | Hold |
1,700
| – | – | 0.15% | 143 |
|
|
2015
Q4 | $331K | Buy |
1,700
+365
| +27% | +$71.1K | 0.15% | 123 |
|
|
2015
Q3 | $245K | Buy |
+1,335
| New | +$245K | 0.11% | 155 |
|
|
2014
Q3 | – | Sell |
-1,335
| Closed | -$222K | – | 169 |
|
|
2014
Q2 | $222K | Buy |
+1,335
| New | +$222K | 0.1% | 154 |
|
|
2014
Q1 | – | Sell |
-1,335
| Closed | -$204K | – | 164 |
|
|
2013
Q4 | $204K | Buy |
+1,335
| New | +$204K | 0.09% | 150 |
|