Wealthcare Capital Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-96
| Closed | -$11K | – | 579 |
|
|
2021
Q1 | $11K | Buy |
+96
| New | +$11K | ﹤0.01% | 271 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$4K | – | 581 |
|
|
2019
Q4 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 334 |
|
|
2015
Q2 | – | Sell |
-32
| Closed | -$6K | – | 796 |
|
|
2015
Q1 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 604 |
|