Wealthspire Advisors (Maryland)’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $249K | Buy |
+3,856
| New | +$249K | 0.01% | 390 |
|
|
2019
Q2 | – | Sell |
-1,126
| Closed | -$205K | – | 1822 |
|
|
2019
Q1 | $205K | Buy |
1,126
+3
| +0.3% | +$546 | 0.02% | 428 |
|
|
2018
Q4 | $189K | Buy |
1,123
+20
| +2% | +$3.37K | 0.02% | 412 |
|
|
2018
Q3 | $195K | Sell |
1,103
-19
| -2% | -$3.36K | 0.02% | 465 |
|
|
2018
Q2 | $191K | Sell |
1,122
-52
| -4% | -$8.85K | 0.02% | 478 |
|
|
2018
Q1 | $181K | Sell |
1,174
-104
| -8% | -$16K | 0.02% | 509 |
|
|
2017
Q4 | $219K | Buy |
1,278
+583
| +84% | +$99.9K | 0.02% | 451 |
|
|
2017
Q3 | $112K | Sell |
695
-92
| -12% | -$14.8K | 0.01% | 664 |
|
|
2017
Q2 | $127K | Buy |
787
+169
| +27% | +$27.3K | 0.02% | 596 |
|
|
2017
Q1 | $106K | Sell |
618
-85
| -12% | -$14.6K | 0.02% | 581 |
|
|
2016
Q4 | $125K | Sell |
703
-270
| -28% | -$48K | 0.02% | 503 |
|
|
2016
Q3 | $201K | Buy |
973
+532
| +121% | +$110K | 0.03% | 378 |
|
|
2016
Q2 | $96K | Sell |
441
-613
| -58% | -$133K | 0.02% | 541 |
|
|
2016
Q1 | $219K | Buy |
1,054
+109
| +12% | +$22.6K | 0.04% | 341 |
|
|
2015
Q4 | $184K | Buy |
+945
| New | +$184K | 0.03% | 381 |
|