Stifel Trust’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $166K | Hold |
1,005
| – | – | 0.03% | 190 |
|
|
2014
Q2 | $168K | Sell |
1,005
-63
| -6% | -$10.5K | 0.03% | 190 |
|
|
2014
Q1 | $165K | Hold |
1,068
| – | – | 0.03% | 190 |
|
|
2013
Q4 | $153K | Hold |
1,068
| – | – | 0.03% | 190 |
|
|
2013
Q3 | $149K | Hold |
1,068
| – | – | 0.03% | 191 |
|
|
2013
Q2 | $159K | Buy |
+1,068
| New | +$159K | 0.03% | 190 |
|