AXS Investments’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
Q1 | – | Sell |
-7,507
| Closed | -$1.29M | – | 236 |
|
|
2024
Q4 | $1.29M | Sell |
7,507
-296
| -4% | -$51K | 0.36% | 130 |
|
|
2024
Q3 | $1.32M | Sell |
7,803
-181
| -2% | -$30.6K | 0.35% | 145 |
|
|
2024
Q2 | $1.21M | Sell |
7,984
-350
| -4% | -$53.1K | 0.34% | 125 |
|
|
2024
Q1 | $1.3M | Sell |
8,334
-5,166
| -38% | -$808K | 0.31% | 120 |
|
|
2023
Q4 | $1.93M | Buy |
13,500
+4,720
| +54% | +$673K | 0.46% | 66 |
|
|
2023
Q3 | $949K | Sell |
8,780
-2,214
| -20% | -$239K | 0.24% | 155 |
|
|
2023
Q2 | $1.27M | Sell |
10,994
-7,580
| -41% | -$875K | 0.34% | 104 |
|
|
2023
Q1 | $2.08M | Sell |
18,574
-21,730
| -54% | -$2.43M | 0.69% | 31 |
|
|
2022
Q4 | $4.73M | Sell |
40,304
-14,013
| -26% | -$1.65M | 1.69% | 9 |
|
|
2022
Q3 | $4.88M | Buy |
54,317
+3,279
| +6% | +$294K | 1.9% | 8 |
|
|
2022
Q2 | $4.85M | Buy |
+51,038
| New | +$4.85M | 1.72% | 11 |
|