YHB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,039
| Closed | -$304K | – | 183 |
|
|
2019
Q4 | $304K | Sell |
2,039
-84
| -4% | -$12.5K | 0.04% | 155 |
|
|
2019
Q3 | $330K | Sell |
2,123
-10,118
| -83% | -$1.57M | 0.05% | 153 |
|
|
2019
Q2 | $1.96M | Sell |
12,241
-295
| -2% | -$47.1K | 0.31% | 84 |
|
|
2019
Q1 | $2.28M | Buy |
12,536
+210
| +2% | +$38.3K | 0.36% | 77 |
|
|
2018
Q4 | $2.07M | Buy |
12,326
+2,322
| +23% | +$390K | 0.37% | 78 |
|
|
2018
Q3 | $1.77M | Sell |
10,004
-24
| -0.2% | -$4.24K | 0.27% | 94 |
|
|
2018
Q2 | $1.71M | Sell |
10,028
-15
| -0.1% | -$2.55K | 0.28% | 96 |
|
|
2018
Q1 | $1.55M | Sell |
10,043
-288
| -3% | -$44.4K | 0.26% | 97 |
|
|
2017
Q4 | $1.77M | Buy |
10,331
+409
| +4% | +$70.2K | 0.3% | 91 |
|
|
2017
Q3 | $1.6M | Sell |
9,922
-651
| -6% | -$105K | 0.29% | 92 |
|
|
2017
Q2 | $1.71M | Buy |
10,573
+1,245
| +13% | +$201K | 0.29% | 84 |
|
|
2017
Q1 | $1.54M | Buy |
9,328
+2,054
| +28% | +$340K | 0.3% | 84 |
|
|
2016
Q4 | $1.29M | Buy |
7,274
+4,415
| +154% | +$784K | 0.27% | 94 |
|
|
2016
Q3 | $592K | Buy |
+2,859
| New | +$592K | 0.14% | 117 |
|