AWA
Aaron Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,013
| Closed | -$1.05M | – | 239 |
|
|
2022
Q2 | $1.05M | Sell |
11,013
-1,101,063
| -99% | -$104M | 0.26% | 59 |
|
|
2022
Q1 | $8.45M | Buy |
1,112,076
+1,103,601
| +13,022% | +$8.39M | 0.12% | 90 |
|
|
2021
Q4 | $1.35M | Buy |
8,475
+1,448
| +21% | +$231K | 0.38% | 43 |
|
|
2021
Q3 | $913K | Buy |
7,027
+75
| +1% | +$9.75K | 0.26% | 55 |
|
|
2021
Q2 | $907K | Buy |
+6,952
| New | +$907K | 0.3% | 56 |
|