Wealthspire Advisors (Maryland)’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $249K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | $189K | Buy |
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|
2018
Q3 | $195K | Sell |
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|
2018
Q2 | $191K | Sell |
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|
2018
Q1 | $181K | Sell |
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|
2017
Q4 | $219K | Buy |
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|
2017
Q3 | $112K | Sell |
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|
2017
Q2 | $127K | Buy |
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|
2017
Q1 | $106K | Sell |
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|
2016
Q4 | $125K | Sell |
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|
2016
Q3 | $201K | Buy |
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|
2016
Q2 | $96K | Sell |
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|
2016
Q1 | $219K | Buy |
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|
2015
Q4 | $184K | Buy |
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