Advisor Partners II’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.85M | Buy |
17,132
+1,949
| +13% | +$211K | 0.07% | 291 |
|
|
2023
Q2 | $1.75M | Buy |
15,183
+1,895
| +14% | +$219K | 0.08% | 249 |
|
|
2023
Q1 | $1.49M | Sell |
13,288
-817
| -6% | -$91.5K | 0.08% | 260 |
|
|
2022
Q4 | $1.66M | Buy |
14,105
+2,988
| +27% | +$351K | 0.1% | 220 |
|
|
2022
Q3 | $998K | Buy |
+11,117
| New | +$998K | 0.08% | 266 |
|