All Season Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $424K | Buy |
+2,508
| New | +$424K | 0.36% | 67 |
|
|
2024
Q2 | – | Sell |
-1,843
| Closed | -$288K | – | 116 |
|
|
2024
Q1 | $288K | Buy |
1,843
+44
| +2% | +$6.88K | 0.24% | 94 |
|
|
2023
Q4 | $257K | Buy |
+1,799
| New | +$257K | 0.22% | 93 |
|
|
2022
Q2 | – | Sell |
-2,769
| Closed | -$364K | – | 166 |
|
|
2022
Q1 | $364K | Sell |
2,769
-1,627
| -37% | -$214K | 0.26% | 104 |
|
|
2021
Q4 | $702K | Sell |
4,396
-659
| -13% | -$105K | 0.49% | 41 |
|
|
2021
Q3 | $657K | Buy |
5,055
+613
| +14% | +$79.7K | 0.53% | 39 |
|
|
2021
Q2 | $580K | Buy |
+4,442
| New | +$580K | 0.42% | 50 |
|