TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-251
| Closed | -$13K | – | 743 |
|
|
2020
Q1 | $13K | Sell |
251
-179
| -42% | -$9.27K | ﹤0.01% | 417 |
|
|
2019
Q4 | $64K | Buy |
+430
| New | +$64K | 0.01% | 338 |
|
|
2019
Q3 | – | Sell |
-1,608
| Closed | -$257K | – | 634 |
|
|
2019
Q2 | $257K | Buy |
1,608
+303
| +23% | +$48.4K | 0.04% | 172 |
|
|
2019
Q1 | $237K | Hold |
1,305
| – | – | 0.05% | 182 |
|
|
2018
Q4 | $219K | Buy |
1,305
+423
| +48% | +$71K | 0.04% | 215 |
|
|
2018
Q3 | $156K | Buy |
+882
| New | +$156K | 0.02% | 297 |
|