BerganKDV Wealth Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30
| Closed | -$3.35K | – | 1057 |
|
|
2023
Q1 | $3.35K | Hold |
30
| – | – | ﹤0.01% | 753 |
|
|
2022
Q4 | $3.49K | Buy |
30
+1
| +3% | +$116 | ﹤0.01% | 725 |
|
|
2022
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 773 |
|
|
2022
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 788 |
|
|
2022
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 772 |
|
|
2021
Q4 | $5K | Hold |
29
| – | – | ﹤0.01% | 786 |
|
|
2021
Q3 | $4K | Sell |
29
-56
| -66% | -$7.72K | ﹤0.01% | 792 |
|
|
2021
Q2 | $11K | Buy |
85
+1
| +1% | +$129 | ﹤0.01% | 595 |
|
|
2021
Q1 | $10K | Buy |
84
+1
| +1% | +$119 | ﹤0.01% | 584 |
|
|
2020
Q4 | $7K | Sell |
83
-139
| -63% | -$11.7K | ﹤0.01% | 619 |
|
|
2020
Q3 | $14K | Buy |
222
+13
| +6% | +$820 | ﹤0.01% | 471 |
|
|
2020
Q2 | $14K | Sell |
209
-56
| -21% | -$3.75K | ﹤0.01% | 497 |
|
|
2020
Q1 | $15K | Buy |
265
+17
| +7% | +$962 | ﹤0.01% | 450 |
|
|
2019
Q4 | $37K | Buy |
248
+74
| +43% | +$11K | 0.01% | 375 |
|
|
2019
Q3 | $27K | Sell |
174
-7
| -4% | -$1.09K | 0.01% | 396 |
|
|
2019
Q2 | $29K | Buy |
181
+9
| +5% | +$1.44K | 0.01% | 382 |
|
|
2019
Q1 | $31K | Hold |
172
| – | – | 0.01% | 388 |
|
|
2018
Q4 | $29K | Buy |
172
+1
| +0.6% | +$169 | 0.01% | 354 |
|
|
2018
Q3 | $30K | Sell |
171
-24
| -12% | -$4.21K | 0.01% | 373 |
|
|
2018
Q2 | $33K | Buy |
+195
| New | +$33K | 0.01% | 368 |
|