Bison Wealth’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $232K | Sell |
1,349
-454
| -25% | -$78.2K | 0.05% | 270 |
|
|
2024
Q3 | $305K | Sell |
1,803
-182
| -9% | -$30.8K | 0.05% | 317 |
|
|
2024
Q2 | $311K | Hold |
1,985
| – | – | 0.05% | 326 |
|
|
2024
Q1 | $311K | Hold |
1,985
| – | – | 0.05% | 326 |
|
|
2023
Q4 | $283K | Sell |
1,985
-9
| -0.5% | -$1.28K | 0.05% | 326 |
|
|
2023
Q3 | $215K | Buy |
1,994
+97
| +5% | +$10.5K | 0.04% | 356 |
|
|
2023
Q2 | $219K | Buy |
+1,897
| New | +$219K | 0.04% | 343 |
|
|
2023
Q1 | – | Sell |
-1,654
| Closed | -$208K | – | 268 |
|
|
2022
Q4 | $208K | Buy |
+1,654
| New | +$208K | 0.07% | 250 |
|