VAM
Verity Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,285
| Closed | -$205K | – | 149 |
|
|
2019
Q2 | $205K | Buy |
1,285
+10
| +0.8% | +$1.6K | 0.23% | 113 |
|
|
2019
Q1 | $232K | Sell |
1,275
-140
| -10% | -$25.5K | 0.27% | 100 |
|
|
2018
Q4 | $238K | Buy |
+1,415
| New | +$238K | 0.32% | 89 |
|
|
2018
Q3 | – | Sell |
-1,535
| Closed | -$261K | – | 144 |
|
|
2018
Q2 | $261K | Sell |
1,535
-435
| -22% | -$74K | 0.24% | 89 |
|
|
2018
Q1 | $304K | Hold |
1,970
| – | – | 0.28% | 69 |
|
|
2017
Q4 | $338K | Buy |
1,970
+135
| +7% | +$23.2K | 0.25% | 72 |
|
|
2017
Q3 | $295K | Buy |
+1,835
| New | +$295K | 0.22% | 82 |
|