William Harris Investors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,109
| Closed | -$230K | – | 106 |
|
|
2016
Q3 | $230K | Buy |
1,109
+17
| +2% | +$3.53K | 0.06% | 80 |
|
|
2016
Q2 | $237K | Hold |
1,092
| – | – | 0.06% | 83 |
|
|
2016
Q1 | $227K | Buy |
1,092
+9
| +0.8% | +$1.87K | 0.06% | 81 |
|
|
2015
Q4 | $211K | Buy |
+1,083
| New | +$211K | 0.05% | 82 |
|
|
2015
Q2 | – | Sell |
-1,056
| Closed | -$207K | – | 89 |
|
|
2015
Q1 | $207K | Buy |
+1,056
| New | +$207K | 0.05% | 78 |
|