Wealthfront’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $4.09M | Sell |
23,154
-237
| -1% | -$41.9K | 0.04% | 74 |
|
|
2018
Q2 | $3.98M | Buy |
23,391
+4,102
| +21% | +$698K | 0.04% | 69 |
|
|
2018
Q1 | $2.98M | Sell |
19,289
-192
| -1% | -$29.6K | 0.03% | 92 |
|
|
2017
Q4 | $3.35M | Buy |
19,481
+12,193
| +167% | +$2.09M | 0.04% | 78 |
|
|
2017
Q3 | $1.17M | Buy |
7,288
+4,364
| +149% | +$702K | 0.02% | 166 |
|
|
2017
Q2 | $473K | Buy |
2,924
+529
| +22% | +$85.6K | 0.01% | 280 |
|
|
2017
Q1 | $412K | Sell |
2,395
-594
| -20% | -$102K | 0.01% | 270 |
|
|
2016
Q4 | $531K | Sell |
2,989
-4,649
| -61% | -$826K | 0.01% | 185 |
|
|
2016
Q3 | $1.58M | Buy |
7,638
+741
| +11% | +$153K | 0.04% | 75 |
|
|
2016
Q2 | $1.5M | Buy |
6,897
+680
| +11% | +$147K | 0.04% | 76 |
|
|
2016
Q1 | $1.29M | Buy |
6,217
+957
| +18% | +$199K | 0.04% | 79 |
|
|
2015
Q4 | $1.02M | Buy |
5,260
+232
| +5% | +$45.1K | 0.04% | 84 |
|
|
2015
Q3 | $924K | Buy |
5,028
+2,504
| +99% | +$460K | 0.04% | 85 |
|
|
2015
Q2 | $437K | Sell |
2,524
-284
| -10% | -$49.2K | 0.02% | 126 |
|
|
2015
Q1 | $549K | Buy |
2,808
+908
| +48% | +$178K | 0.03% | 76 |
|
|
2014
Q4 | $346K | Buy |
1,900
+369
| +24% | +$67.2K | 0.02% | 103 |
|
|
2014
Q3 | $252K | Buy |
1,531
+318
| +26% | +$52.3K | 0.02% | 118 |
|
|
2014
Q2 | $202K | Buy |
1,213
+366
| +43% | +$61K | 0.02% | 107 |
|
|
2014
Q1 | $131K | Buy |
+847
| New | +$131K | 0.02% | 97 |
|