American Portfolios 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
2022
Q3
$491K Sell
5,469
-139
-2% -$12.5K 0.02% 650
2022
Q2
$532K Buy
5,608
+154
+3% +$14.6K 0.02% 632
2022
Q1
$718K Buy
5,454
+155
+3% +$20.4K 0.02% 592
2021
Q4
$847K Buy
5,299
+790
+18% +$126K 0.03% 535
2021
Q3
$586K Buy
4,509
+164
+4% +$21.3K 0.02% 635
2021
Q2
$567K Sell
4,345
-1,198
-22% -$156K 0.02% 660
2021
Q1
$631K Buy
5,543
+4,280
+339% +$487K 0.03% 569
2020
Q4
$108K Buy
1,263
+452
+56% +$38.6K 0.01% 1125
2020
Q3
$52.5K Sell
811
-287
-26% -$18.6K ﹤0.01% 1306
2020
Q2
$75K Buy
1,098
+373
+51% +$25.5K ﹤0.01% 1125
2020
Q1
$39.7K Sell
725
-64
-8% -$3.51K ﹤0.01% 1261
2019
Q4
$117K Sell
789
-23
-3% -$3.42K 0.01% 966
2019
Q3
$126K Buy
812
+140
+21% +$21.8K 0.01% 893
2019
Q2
$107K Sell
672
-129
-16% -$20.6K 0.01% 956
2019
Q1
$146K Buy
801
+213
+36% +$38.8K 0.01% 732
2018
Q4
$98.8K Sell
588
-33
-5% -$5.54K 0.01% 732
2018
Q3
$110K Buy
621
+20
+3% +$3.53K 0.01% 789
2018
Q2
$102K Sell
601
-11
-2% -$1.87K 0.01% 792
2018
Q1
$94.4K Sell
612
-353
-37% -$54.5K 0.01% 777
2017
Q4
$166K Buy
+965
New +$166K 0.03% 571