BWA
BDO Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $215K | Buy |
1,863
+220
| +13% | +$25.4K | 0.02% | 253 |
|
|
2023
Q1 | $184K | Hold |
1,643
| – | – | 0.02% | 259 |
|
|
2022
Q4 | $193K | Hold |
1,643
| – | – | 0.02% | 263 |
|
|
2022
Q3 | $147K | Hold |
1,643
| – | – | 0.02% | 284 |
|
|
2022
Q2 | $156K | Sell |
1,643
-104
| -6% | -$9.88K | 0.02% | 281 |
|
|
2022
Q1 | $230K | Buy |
1,747
+4
| +0.2% | +$527 | 0.02% | 253 |
|
|
2021
Q4 | $278K | Sell |
1,743
-75
| -4% | -$12K | 0.03% | 241 |
|
|
2021
Q3 | $236K | Hold |
1,818
| – | – | 0.03% | 258 |
|
|
2021
Q2 | $237K | Hold |
1,818
| – | – | 0.03% | 269 |
|
|
2021
Q1 | $207K | Buy |
1,818
+468
| +35% | +$53.3K | 0.02% | 284 |
|
|
2020
Q4 | $115K | Buy |
1,350
+1,200
| +800% | +$102K | 0.02% | 273 |
|
|
2020
Q3 | $10K | Sell |
150
-150
| -50% | -$10K | ﹤0.01% | 498 |
|
|
2020
Q2 | $21K | Buy |
+300
| New | +$21K | ﹤0.01% | 423 |
|
|
2019
Q2 | – | Sell |
-91
| Closed | -$17K | – | 686 |
|
|
2019
Q1 | $17K | Hold |
91
| – | – | ﹤0.01% | 382 |
|
|
2018
Q4 | $15K | Sell |
91
-3
| -3% | -$495 | 0.01% | 373 |
|
|
2018
Q3 | $17K | Buy |
94
+11
| +13% | +$1.99K | 0.01% | 401 |
|
|
2018
Q2 | $14K | Buy |
+83
| New | +$14K | ﹤0.01% | 423 |
|
|
2018
Q1 | – | Sell |
-2
| Closed | – | – | 615 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 508 |
|