WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $298K | Buy |
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|
2017
Q1 | $313K | Sell |
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|
2016
Q4 | $464K | Sell |
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|
2016
Q3 | $604K | Sell |
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|
2016
Q2 | $654K | Buy |
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|
2016
Q1 | $584K | Sell |
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|
2015
Q4 | $565K | Buy |
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|
2015
Q3 | $386K | Sell |
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|
2015
Q2 | $433K | Buy |
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|
2015
Q1 | $477K | Buy |
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|
2014
Q4 | $440K | Buy |
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|
2014
Q3 | $153K | Buy |
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|
2014
Q2 | $115K | Buy |
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|
2014
Q1 | $58K | Hold |
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|
2013
Q4 | $54K | Hold |
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|
2013
Q3 | $53K | Sell |
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|
2013
Q2 | $66K | Buy |
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