TrueWealth LLC’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 | $19K | Buy |
+275
| New | +$19K | 0.01% | 385 |
|
|
2019
Q3 | – | Hold |
0
| – | -$3K | – | 733 |
|
|
2019
Q2 | – | Hold |
0
| – | -$7K | – | 631 |
|
|
2019
Q1 | – | Hold |
0
| – | -$3K | – | 525 |
|
|
2018
Q4 | – | Hold |
0
| – | -$3K | – | 631 |
|
|
2018
Q3 | – | Hold |
0
| – | -$3K | – | 695 |
|
|
2018
Q2 | – | Hold |
0
| – | -$2K | – | 703 |
|
|
2018
Q1 | – | Hold |
0
| – | -$3K | – | 720 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 773 |
|