BIA
Barry Investment Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
1,407
+12
| +0.9% | +$1.93K | 0.06% | 95 |
|
|
2025
Q1 | $232K | Buy |
1,395
+8
| +0.6% | +$1.33K | 0.06% | 96 |
|
|
2024
Q4 | $239K | Sell |
1,387
-1
| -0.1% | -$172 | 0.08% | 93 |
|
|
2024
Q3 | $235K | Sell |
1,388
-283
| -17% | -$47.8K | 0.07% | 103 |
|
|
2024
Q2 | $254K | Buy |
1,671
+37
| +2% | +$5.62K | 0.09% | 100 |
|
|
2024
Q1 | $259K | Hold |
1,634
| – | – | 0.09% | 101 |
|
|
2023
Q4 | $233K | Buy |
+1,634
| New | +$233K | 0.08% | 95 |
|
|
2023
Q2 | – | Sell |
-2,273
| Closed | -$255K | – | 123 |
|
|
2023
Q1 | $255K | Sell |
2,273
-99
| -4% | -$11.1K | 0.08% | 99 |
|
|
2022
Q4 | $279K | Buy |
+2,372
| New | +$279K | 0.09% | 95 |
|
|
2021
Q3 | – | Sell |
-1,630
| Closed | -$213K | – | 126 |
|
|
2021
Q2 | $213K | Buy |
+1,630
| New | +$213K | 0.06% | 112 |
|
|
2020
Q1 | – | Sell |
-1,816
| Closed | -$264K | – | 77 |
|
|
2019
Q4 | $264K | Buy |
1,816
+157
| +9% | +$22.8K | 0.09% | 57 |
|
|
2019
Q3 | $258K | Buy |
+1,659
| New | +$258K | 0.09% | 54 |
|