WBH Advisory’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,018
| Closed | -$210K | – | 229 |
|
|
2016
Q3 | $210K | Buy |
+1,018
| New | +$210K | 0.07% | 211 |
|
|
2014
Q2 | – | Sell |
-2,599
| Closed | -$401K | – | 218 |
|
|
2014
Q1 | $401K | Sell |
2,599
-213
| -8% | -$32.9K | 0.16% | 144 |
|
|
2013
Q4 | $402K | Hold |
2,812
| – | – | 0.16% | 136 |
|
|
2013
Q3 | $392K | Buy |
2,812
+1
| +0% | +$139 | 0.18% | 131 |
|
|
2013
Q2 | $417K | Buy |
+2,811
| New | +$417K | 0.19% | 125 |
|