Boenning & Scattergood’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$825K Sell
6,270
-195
-3% -$25.7K 0.13% 189
2022
Q3
$580K Sell
6,465
-150
-2% -$13.5K 0.12% 194
2022
Q2
$628K Buy
6,615
+345
+6% +$32.8K 0.12% 192
2022
Q1
$825K Sell
6,270
-279
-4% -$36.7K 0.13% 189
2021
Q4
$1.05M Hold
6,549
0.17% 145
2021
Q3
$851K Sell
6,549
-207
-3% -$26.9K 0.15% 162
2021
Q2
$882K Buy
6,756
+40
+0.6% +$5.22K 0.15% 156
2021
Q1
$764K Sell
6,716
-1,000
-13% -$114K 0.15% 166
2020
Q4
$658K Sell
7,716
-121
-2% -$10.3K 0.14% 167
2020
Q3
$507K Buy
7,837
+299
+4% +$19.3K 0.12% 187
2020
Q2
$515K Sell
7,538
-2,854
-27% -$195K 0.14% 176
2020
Q1
$570K Buy
10,392
+3,765
+57% +$207K 0.2% 124
2019
Q4
$987K Sell
6,627
-251
-4% -$37.4K 0.25% 104
2019
Q3
$1.07M Sell
6,878
-55
-0.8% -$8.56K 0.31% 92
2019
Q2
$1.11M Buy
6,933
+45
+0.7% +$7.19K 0.32% 89
2019
Q1
$1.26M Buy
6,888
+21
+0.3% +$3.83K 0.38% 75
2018
Q4
$1.15M Sell
6,867
-46
-0.7% -$7.73K 0.4% 70
2018
Q3
$1.22M Buy
6,913
+344
+5% +$60.8K 0.39% 70
2018
Q2
$1.12M Buy
+6,569
New +$1.12M 0.37% 83