Barry Investment Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $264K | Buy |
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|
2019
Q3 | $258K | Buy |
|