Veritable’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,971
| Closed | -$1.38M | – | 683 |
|
|
2023
Q2 | $1.38M | Sell |
11,971
-765
| -6% | -$88.3K | 0.02% | 304 |
|
|
2023
Q1 | $1.43M | Buy |
12,736
+123
| +1% | +$13.8K | 0.02% | 291 |
|
|
2022
Q4 | $1.48M | Buy |
12,613
+378
| +3% | +$44.4K | 0.03% | 279 |
|
|
2022
Q3 | $1.1M | Buy |
12,235
+1,228
| +11% | +$110K | 0.02% | 320 |
|
|
2022
Q2 | $1.05M | Sell |
11,007
-708
| -6% | -$67.2K | 0.02% | 363 |
|
|
2022
Q1 | $1.54M | Buy |
11,715
+573
| +5% | +$75.4K | 0.02% | 302 |
|
|
2021
Q4 | $1.78M | Buy |
11,142
+1,714
| +18% | +$274K | 0.03% | 277 |
|
|
2021
Q3 | $1.23M | Buy |
9,428
+2,930
| +45% | +$381K | 0.02% | 332 |
|
|
2021
Q2 | $848K | Sell |
6,498
-9,905
| -60% | -$1.29M | 0.01% | 415 |
|
|
2021
Q1 | $1.87M | Sell |
16,403
-1,398
| -8% | -$159K | 0.03% | 240 |
|
|
2020
Q4 | $1.52M | Buy |
17,801
+9,578
| +116% | +$817K | 0.03% | 257 |
|
|
2020
Q3 | $532K | Sell |
8,223
-7,781
| -49% | -$503K | 0.01% | 448 |
|
|
2020
Q2 | $1.09M | Sell |
16,004
-1,609
| -9% | -$110K | 0.02% | 289 |
|
|
2020
Q1 | $966K | Sell |
17,613
-1,843
| -9% | -$101K | 0.02% | 307 |
|
|
2019
Q4 | $2.9M | Buy |
19,456
+1,658
| +9% | +$247K | 0.05% | 178 |
|
|
2019
Q3 | $2.77M | Buy |
17,798
+1,297
| +8% | +$202K | 0.05% | 176 |
|
|
2019
Q2 | $2.64M | Sell |
16,501
-1,027
| -6% | -$164K | 0.05% | 183 |
|
|
2019
Q1 | $3.19M | Sell |
17,528
-1,427
| -8% | -$260K | 0.06% | 158 |
|
|
2018
Q4 | $3.18M | Sell |
18,955
-124
| -0.6% | -$20.8K | 0.07% | 148 |
|
|
2018
Q3 | $3.37M | Buy |
19,079
+882
| +5% | +$156K | 0.07% | 151 |
|
|
2018
Q2 | $3.1M | Sell |
18,197
-2,034
| -10% | -$346K | 0.07% | 154 |
|
|
2018
Q1 | $3.12M | Buy |
20,231
+250
| +1% | +$38.6K | 0.07% | 155 |
|
|
2017
Q4 | $3.43M | Sell |
19,981
-4,522
| -18% | -$777K | 0.07% | 145 |
|
|
2017
Q3 | $3.95M | Sell |
24,503
-3,447
| -12% | -$555K | 0.08% | 135 |
|
|
2017
Q2 | $4.52M | Buy |
27,950
+1,699
| +6% | +$275K | 0.1% | 119 |
|
|
2017
Q1 | $4.52M | Sell |
26,251
-45
| -0.2% | -$7.74K | 0.11% | 115 |
|
|
2016
Q4 | $4.67M | Sell |
26,296
-341
| -1% | -$60.6K | 0.11% | 112 |
|
|
2016
Q3 | $5.51M | Sell |
26,637
-676
| -2% | -$140K | 0.14% | 104 |
|
|
2016
Q2 | $5.92M | Buy |
27,313
+639
| +2% | +$139K | 0.15% | 95 |
|
|
2016
Q1 | $5.54M | Buy |
26,674
+1,143
| +4% | +$237K | 0.14% | 105 |
|
|
2015
Q4 | $4.96M | Sell |
25,531
-100
| -0.4% | -$19.4K | 0.14% | 108 |
|
|
2015
Q3 | $4.71M | Buy |
25,631
+723
| +3% | +$133K | 0.14% | 108 |
|
|
2015
Q2 | $4.31M | Sell |
24,908
-81,883
| -77% | -$14.2M | 0.12% | 124 |
|
|
2015
Q1 | $20.9M | Buy |
106,791
+886
| +0.8% | +$173K | 0.44% | 34 |
|
|
2014
Q4 | $19.3M | Sell |
105,905
-10,726
| -9% | -$1.95M | 0.4% | 37 |
|
|
2014
Q3 | $19.2M | Sell |
116,631
-1,931
| -2% | -$317K | 0.41% | 39 |
|
|
2014
Q2 | $19.7M | Sell |
118,562
-7,045
| -6% | -$1.17M | 0.41% | 41 |
|
|
2014
Q1 | $19.4M | Buy |
125,607
+14,120
| +13% | +$2.18M | 0.42% | 38 |
|
|
2013
Q4 | $16M | Sell |
111,487
-42,531
| -28% | -$6.09M | 0.35% | 47 |
|
|
2013
Q3 | $21.5M | Sell |
154,018
-1,276
| -0.8% | -$178K | 0.5% | 32 |
|
|
2013
Q2 | $23.1M | Buy |
+155,294
| New | +$23.1M | 0.56% | 27 |
|