BAM
Beaumont Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,994
| Closed | -$312K | – | 68 |
|
|
2024
Q1 | $312K | Buy |
1,994
+51
| +3% | +$7.98K | 0.21% | 59 |
|
|
2023
Q4 | $277K | Sell |
1,943
-1,904
| -49% | -$272K | 0.2% | 60 |
|
|
2023
Q3 | $416K | Buy |
3,847
+53
| +1% | +$5.73K | 0.34% | 49 |
|
|
2023
Q2 | $438K | Sell |
3,794
-70
| -2% | -$8.08K | 0.33% | 52 |
|
|
2023
Q1 | $433K | Sell |
3,864
-125
| -3% | -$14K | 0.32% | 58 |
|
|
2022
Q4 | $469K | Buy |
3,989
+80
| +2% | +$9.4K | 0.34% | 56 |
|
|
2022
Q3 | $350K | Buy |
+3,909
| New | +$350K | 0.28% | 60 |
|