Blueprint Investment Partners’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 |
-3,031
| Closed | -$339K | – | 225 |
|
|
2023
Q1 | $339K | Buy |
+3,031
| New | +$339K | 0.08% | 171 |
|
|
2022
Q2 | – | Sell |
-2,252
| Closed | -$296K | – | 208 |
|
|
2022
Q1 | $296K | Sell |
2,252
-1,424
| -39% | -$187K | 0.08% | 139 |
|
|
2021
Q4 | $587K | Buy |
3,676
+465
| +14% | +$74.3K | 0.14% | 112 |
|
|
2021
Q3 | $417K | Buy |
+3,211
| New | +$417K | 0.21% | 75 |
|