SWMG
Signature Wealth Management Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,859
| Closed | -$1.14M | – | 72 |
|
|
2020
Q1 | $1.14M | Buy |
20,859
+578
| +3% | +$31.7K | 1.01% | 39 |
|
|
2019
Q4 | $3.02M | Buy |
20,281
+88
| +0.4% | +$13.1K | 1.91% | 26 |
|
|
2019
Q3 | $3.14M | Buy |
20,193
+370
| +2% | +$57.6K | 2.08% | 24 |
|
|
2019
Q2 | $3.23M | Buy |
19,823
+7
| +0% | +$1.14K | 2.16% | 20 |
|
|
2019
Q1 | $3.61M | Sell |
19,816
-43
| -0.2% | -$7.84K | 2.53% | 8 |
|
|
2018
Q4 | $3.34M | Sell |
19,859
-160
| -0.8% | -$26.9K | 2.59% | 6 |
|
|
2018
Q3 | $3.62M | Sell |
20,019
-128
| -0.6% | -$23.2K | 2.69% | 6 |
|
|
2018
Q2 | $3.43M | Buy |
20,147
+90
| +0.4% | +$15.3K | 2.54% | 9 |
|
|
2018
Q1 | $3.1M | Buy |
20,057
+330
| +2% | +$50.9K | 2.39% | 11 |
|
|
2017
Q4 | $3.39M | Buy |
+19,727
| New | +$3.39M | 2.48% | 12 |
|