Steel Grove Capital Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,312
| Closed | -$226K | – | 292 |
|
|
2017
Q1 | $226K | Hold |
1,312
| – | – | 0.04% | 249 |
|
|
2016
Q4 | $233K | Hold |
1,312
| – | – | 0.05% | 224 |
|
|
2016
Q3 | $272K | Hold |
1,312
| – | – | 0.06% | 156 |
|
|
2016
Q2 | $285K | Hold |
1,312
| – | – | 0.07% | 139 |
|
|
2016
Q1 | $272K | Hold |
1,312
| – | – | 0.07% | 139 |
|
|
2015
Q4 | $255K | Hold |
1,312
| – | – | 0.06% | 167 |
|
|
2015
Q3 | $241K | Buy |
+1,312
| New | +$241K | 0.06% | 159 |
|