Baker Tilly Wealth Management’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 | – | Sell |
-2,043
| Closed | -$310K | – | 282 |
|
|
2024
Q2 | $310K | Sell |
2,043
-4,428
| -68% | -$672K | 0.13% | 194 |
|
|
2024
Q1 | $1.01M | Sell |
6,471
-205
| -3% | -$32.1K | 0.18% | 121 |
|
|
2023
Q4 | $952K | Buy |
6,676
+3,945
| +144% | +$563K | 0.16% | 142 |
|
|
2023
Q3 | $295K | Buy |
2,731
+15
| +0.6% | +$1.62K | 0.05% | 372 |
|
|
2023
Q2 | $314K | Sell |
2,716
-157
| -5% | -$18.1K | 0.03% | 447 |
|
|
2023
Q1 | $322K | Buy |
+2,873
| New | +$322K | 0.04% | 441 |
|