Stoneridge Investment Partners’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
Q1 | – | Sell |
-4,775
| Closed | -$407K | – | 128 |
|
|
2020
Q4 | $407K | Sell |
4,775
-6,081
| -56% | -$518K | 0.24% | 90 |
|
|
2020
Q3 | $702K | Buy |
+10,856
| New | +$702K | 0.46% | 68 |
|
|
2019
Q3 | – | Sell |
-2,239
| Closed | -$358K | – | 138 |
|
|
2019
Q2 | $358K | Buy |
+2,239
| New | +$358K | 0.13% | 105 |
|
|
2017
Q1 | – | Sell |
-1,740
| Closed | -$309K | – | 350 |
|
|
2016
Q4 | $309K | Buy |
+1,740
| New | +$309K | 0.04% | 251 |
|