WESPAC Advisors SoCal’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-19,759
| Closed | -$3.4M | – | 252 |
|
|
2017
Q1 | $3.4M | Sell |
19,759
-1,745
| -8% | -$300K | 2.11% | 25 |
|
|
2016
Q4 | $3.82M | Sell |
21,504
-765
| -3% | -$136K | 2.47% | 21 |
|
|
2016
Q3 | $4.61M | Sell |
22,269
-1,309
| -6% | -$271K | 3.11% | 13 |
|
|
2016
Q2 | $5.11M | Buy |
23,578
+465
| +2% | +$101K | 3.33% | 10 |
|
|
2016
Q1 | $4.8M | Buy |
23,113
+115
| +0.5% | +$23.9K | 3.54% | 9 |
|
|
2015
Q4 | $4.47M | Buy |
+22,998
| New | +$4.47M | 2.95% | 16 |
|