TVWM
Tower View Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,084
| Closed | -$169K | – | 147 |
|
|
2019
Q3 | $169K | Buy |
1,084
+76
| +8% | +$11.8K | 0.14% | 63 |
|
|
2019
Q2 | $161K | Buy |
1,008
+83
| +9% | +$13.3K | 0.14% | 61 |
|
|
2019
Q1 | $169K | Buy |
925
+165
| +22% | +$30.1K | 0.15% | 58 |
|
|
2018
Q4 | $128K | Buy |
760
+8
| +1% | +$1.35K | 0.13% | 60 |
|
|
2018
Q3 | $133K | Buy |
752
+8
| +1% | +$1.42K | 0.12% | 72 |
|
|
2018
Q2 | $127K | Sell |
744
-7,278
| -91% | -$1.24M | 0.12% | 69 |
|
|
2018
Q1 | $1.24M | Buy |
8,022
+322
| +4% | +$49.7K | 1.24% | 42 |
|
|
2017
Q4 | $1.32M | Buy |
+7,700
| New | +$1.32M | 1.22% | 38 |
|