Sonora Investment Management’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
Q3 | $39K | Sell |
300
-50
| -14% | -$6.5K | ﹤0.01% | 474 |
|
|
2021
Q2 | $46K | Sell |
350
-50
| -13% | -$6.57K | 0.01% | 408 |
|
|
2021
Q1 | $46K | Buy |
+400
| New | +$46K | ﹤0.01% | 643 |
|
|
2020
Q3 | – | Sell |
-37
| Closed | -$3K | – | 1877 |
|
|
2020
Q2 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 1528 |
|
|
2019
Q4 | – | Sell |
-72
| Closed | -$11K | – | 1729 |
|
|
2019
Q3 | $11K | Hold |
72
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q2 | $12K | Hold |
72
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q1 | $13K | Hold |
72
| – | – | ﹤0.01% | 929 |
|
|
2018
Q4 | $12K | Hold |
72
| – | – | ﹤0.01% | 781 |
|
|
2018
Q3 | $13K | Hold |
72
| – | – | ﹤0.01% | 782 |
|
|
2018
Q2 | $12K | Sell |
72
-531
| -88% | -$88.5K | ﹤0.01% | 734 |
|
|
2018
Q1 | $93.1K | Buy |
603
+7
| +1% | +$1.08K | 0.01% | 270 |
|
|
2017
Q4 | $102K | Buy |
596
+524
| +728% | +$90K | 0.02% | 260 |
|
|
2017
Q3 | $11.6K | Hold |
72
| – | – | ﹤0.01% | 668 |
|
|
2017
Q2 | $11.6K | Buy |
+72
| New | +$11.6K | ﹤0.01% | 664 |
|