ACI
Alpha Cubed Investments’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
3,485
-651
| -16% | -$105K | 0.02% | 172 |
|
|
2025
Q1 | $687K | Buy |
4,136
+585
| +16% | +$97.2K | 0.03% | 145 |
|
|
2024
Q4 | $612K | Buy |
3,551
+305
| +9% | +$52.5K | 0.03% | 138 |
|
|
2024
Q3 | $549K | Sell |
3,246
-699
| -18% | -$118K | 0.02% | 143 |
|
|
2024
Q2 | $599K | Buy |
3,945
+700
| +22% | +$106K | 0.03% | 137 |
|
|
2024
Q1 | $508K | Buy |
3,245
+960
| +42% | +$150K | 0.03% | 150 |
|
|
2023
Q4 | $326K | Sell |
2,285
-1,400
| -38% | -$200K | 0.02% | 197 |
|
|
2023
Q3 | $398K | Hold |
3,685
| – | – | 0.03% | 156 |
|
|
2023
Q2 | $426K | Buy |
3,685
+100
| +3% | +$11.5K | 0.03% | 157 |
|
|
2023
Q1 | $401K | Sell |
3,585
-815
| -19% | -$91.3K | 0.03% | 166 |
|
|
2022
Q4 | $517K | Buy |
4,400
+140
| +3% | +$16.4K | 0.04% | 163 |
|
|
2022
Q3 | $382K | Sell |
4,260
-757
| -15% | -$67.9K | 0.03% | 170 |
|
|
2022
Q2 | $476K | Sell |
5,017
-6
| -0.1% | -$569 | 0.03% | 176 |
|
|
2022
Q1 | $661K | Buy |
5,023
+1,357
| +37% | +$179K | 0.04% | 163 |
|
|
2021
Q4 | $586K | Hold |
3,666
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $476K | Hold |
3,666
| – | – | 0.04% | 170 |
|
|
2021
Q2 | $478K | Buy |
3,666
+200
| +6% | +$26.1K | 0.03% | 164 |
|
|
2021
Q1 | $394K | Buy |
3,466
+100
| +3% | +$11.4K | 0.03% | 180 |
|
|
2020
Q4 | $287K | Buy |
3,366
+100
| +3% | +$8.53K | 0.02% | 207 |
|
|
2020
Q3 | $211K | Hold |
3,266
| – | – | 0.02% | 206 |
|
|
2020
Q2 | $223K | Buy |
+3,266
| New | +$223K | 0.02% | 190 |
|
|
2020
Q1 | – | Sell |
-2,721
| Closed | -$405K | – | 256 |
|
|
2019
Q4 | $405K | Buy |
2,721
+900
| +49% | +$134K | 0.04% | 165 |
|
|
2019
Q3 | $283K | Buy |
1,821
+15
| +0.8% | +$2.33K | 0.03% | 195 |
|
|
2019
Q2 | $289K | Buy |
1,806
+191
| +12% | +$30.6K | 0.03% | 190 |
|
|
2019
Q1 | $294K | Sell |
1,615
-345
| -18% | -$62.8K | 0.04% | 179 |
|
|
2018
Q4 | $329K | Hold |
1,960
| – | – | 0.05% | 149 |
|
|
2018
Q3 | $343K | Buy |
1,960
+21
| +1% | +$3.68K | 0.04% | 212 |
|
|
2018
Q2 | $330K | Hold |
1,939
| – | – | 0.04% | 157 |
|
|
2018
Q1 | $299K | Sell |
1,939
-995
| -34% | -$153K | 0.04% | 168 |
|
|
2017
Q4 | $504K | Sell |
2,934
-364
| -11% | -$62.5K | 0.07% | 135 |
|
|
2017
Q3 | $531K | Sell |
3,298
-315
| -9% | -$50.7K | 0.08% | 128 |
|
|
2017
Q2 | $584K | Buy |
3,613
+2,020
| +127% | +$327K | 0.1% | 103 |
|
|
2017
Q1 | $274K | Hold |
1,593
| – | – | 0.06% | 156 |
|
|
2016
Q4 | $283K | Hold |
1,593
| – | – | 0.07% | 158 |
|
|
2016
Q3 | $330K | Buy |
+1,593
| New | +$330K | 0.09% | 132 |
|