Alta Advisers’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
1,385
| – | – | 0.08% | 222 |
|
|
2025
Q1 | $230K | Buy |
+1,385
| New | +$230K | 0.1% | 204 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$169K | – | 368 |
|
|
2024
Q3 | $169K | Hold |
1,000
| – | – | 0.08% | 172 |
|
|
2024
Q2 | $152K | Hold |
1,000
| – | – | 0.07% | 169 |
|
|
2024
Q1 | $156K | Hold |
1,000
| – | – | 0.08% | 170 |
|
|
2023
Q4 | $143K | Hold |
1,000
| – | – | 0.08% | 171 |
|
|
2023
Q3 | $108K | Hold |
1,000
| – | – | 0.06% | 215 |
|
|
2023
Q2 | $115K | Hold |
1,000
| – | – | 0.07% | 201 |
|
|
2023
Q1 | $112K | Hold |
1,000
| – | – | 0.07% | 200 |
|
|
2022
Q4 | $117K | Hold |
1,000
| – | – | 0.07% | 186 |
|
|
2022
Q3 | $90K | Buy |
+1,000
| New | +$90K | 0.06% | 223 |
|