BFA
BBJS Financial Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$85 | – | 184 |
|
|
2024
Q1 | $85 | Sell |
1
-1,398
| -100% | -$119K | ﹤0.01% | 135 |
|
|
2023
Q4 | $200K | Sell |
1,399
-5,033
| -78% | -$718K | 0.07% | 50 |
|
|
2023
Q3 | $695K | Buy |
6,432
+32
| +0.5% | +$3.46K | 0.26% | 36 |
|
|
2023
Q2 | $739K | Buy |
6,400
+665
| +12% | +$76.8K | 0.3% | 35 |
|
|
2023
Q1 | $642K | Buy |
5,735
+1,393
| +32% | +$156K | 0.26% | 38 |
|
|
2022
Q4 | $510K | Buy |
+4,342
| New | +$510K | 0.23% | 39 |
|