WFG Advisors’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 | $298K | Buy |
1,841
+23
| +1% | +$3.72K | 0.07% | 287 |
|
|
2017
Q1 | $313K | Sell |
1,818
-796
| -30% | -$137K | 0.08% | 254 |
|
|
2016
Q4 | $464K | Sell |
2,614
-302
| -10% | -$53.6K | 0.11% | 215 |
|
|
2016
Q3 | $604K | Sell |
2,916
-97
| -3% | -$20.1K | 0.15% | 160 |
|
|
2016
Q2 | $654K | Buy |
3,013
+203
| +7% | +$44.1K | 0.17% | 143 |
|
|
2016
Q1 | $584K | Sell |
2,810
-97
| -3% | -$20.2K | 0.17% | 152 |
|
|
2015
Q4 | $565K | Buy |
2,907
+804
| +38% | +$156K | 0.17% | 147 |
|
|
2015
Q3 | $386K | Sell |
2,103
-397
| -16% | -$72.9K | 0.12% | 183 |
|
|
2015
Q2 | $433K | Buy |
2,500
+64
| +3% | +$11.1K | 0.12% | 190 |
|
|
2015
Q1 | $477K | Buy |
2,436
+19
| +0.8% | +$3.72K | 0.13% | 183 |
|
|
2014
Q4 | $440K | Buy |
2,417
+1,488
| +160% | +$271K | 0.09% | 247 |
|
|
2014
Q3 | $153K | Buy |
929
+239
| +35% | +$39.4K | 0.03% | 518 |
|
|
2014
Q2 | $115K | Buy |
690
+312
| +83% | +$52K | 0.02% | 610 |
|
|
2014
Q1 | $58K | Hold |
378
| – | – | 0.01% | 851 |
|
|
2013
Q4 | $54K | Hold |
378
| – | – | 0.01% | 972 |
|
|
2013
Q3 | $53K | Sell |
378
-64
| -14% | -$8.97K | 0.01% | 909 |
|
|
2013
Q2 | $66K | Buy |
+442
| New | +$66K | 0.01% | 791 |
|