AFS Financial Group’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,822
| Closed | -$688K | – | 46 |
|
|
2023
Q4 | $688K | Sell |
4,822
-7,741
| -62% | -$1.1M | 0.65% | 22 |
|
|
2023
Q3 | $1.36M | Sell |
12,563
-108
| -0.9% | -$11.7K | 0.93% | 30 |
|
|
2023
Q2 | $1.46M | Sell |
12,671
-11
| -0.1% | -$1.27K | 0.95% | 30 |
|
|
2023
Q1 | $1.42M | Buy |
12,682
+70
| +0.6% | +$7.84K | 0.95% | 26 |
|
|
2022
Q4 | $1.48M | Buy |
+12,612
| New | +$1.48M | 1.05% | 21 |
|