BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.35K | Hold |
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|
2022
Q4 | $3.49K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $11K | Buy |
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|
2021
Q1 | $10K | Buy |
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|
2020
Q4 | $7K | Sell |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | $37K | Buy |
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|
2019
Q3 | $27K | Sell |
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|
2019
Q2 | $29K | Buy |
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|
2019
Q1 | $31K | Hold |
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|
2018
Q4 | $29K | Buy |
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|
2018
Q3 | $30K | Sell |
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|
2018
Q2 | $33K | Buy |
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