Smith Shellnut Wilson’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,444
| Closed | -$248K | – | 135 |
|
|
2017
Q4 | $248K | Hold |
1,444
| – | – | 0.21% | 110 |
|
|
2017
Q3 | $232K | Sell |
1,444
-324
| -18% | -$52.1K | 0.2% | 117 |
|
|
2017
Q2 | $383K | Sell |
1,768
-54
| -3% | -$11.7K | 0.4% | 49 |
|
|
2017
Q1 | $313K | Hold |
1,822
| – | – | 0.29% | 81 |
|
|
2016
Q4 | $324K | Buy |
+1,822
| New | +$324K | 0.31% | 73 |
|