1IA
1620 Investment Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$2.33K | – | 712 |
|
|
2025
Q1 | $2.33K | Sell |
14
-1,994
| -99% | -$331K | ﹤0.01% | 570 |
|
|
2024
Q4 | $346K | Buy |
2,008
+41
| +2% | +$7.06K | 0.26% | 116 |
|
|
2024
Q3 | $332K | Buy |
1,967
+1
| +0.1% | +$169 | 0.24% | 121 |
|
|
2024
Q2 | $298K | Buy |
+1,966
| New | +$298K | 0.23% | 126 |
|
|
2024
Q1 | – | Sell |
-3,389
| Closed | -$483K | – | 149 |
|
|
2023
Q4 | $483K | Buy |
+3,389
| New | +$483K | 0.53% | 63 |
|
|
2023
Q2 | – | Sell |
-2,510
| Closed | -$281K | – | 150 |
|
|
2023
Q1 | $281K | Hold |
2,510
| – | – | 0.34% | 101 |
|
|
2022
Q4 | $295K | Buy |
+2,510
| New | +$295K | 0.36% | 98 |
|
|
2022
Q2 | – | Sell |
-5,750
| Closed | -$919K | – | 142 |
|
|
2022
Q1 | $919K | Hold |
5,750
| – | – | 1% | 31 |
|
|
2021
Q4 | $919K | Buy |
+5,750
| New | +$919K | 1.03% | 31 |
|