Bison Wealth’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
2024
Q4
$232K Sell
2024
Q3
$305K Sell
2024
Q2
$311K Hold
2024
Q1
$311K Hold
2023
Q4
$283K Sell
2023
Q3
$215K Buy
2023
Q2
$219K Buy
2023
Q1
Sell
2022
Q4
$208K Buy