Boston Family Office’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
Q1 | – | Sell |
-4,409
| Closed | -$518K | – | 268 |
|
|
2022
Q4 | $518K | Buy |
4,409
+409
| +10% | +$48.1K | 0.04% | 192 |
|
|
2022
Q3 | $360K | Buy |
4,000
+1,308
| +49% | +$118K | 0.03% | 217 |
|
|
2022
Q2 | $256K | Buy |
2,692
+131
| +5% | +$12.5K | 0.02% | 239 |
|
|
2022
Q1 | $337K | Buy |
2,561
+309
| +14% | +$40.7K | 0.02% | 234 |
|
|
2021
Q4 | $360K | Buy |
2,252
+328
| +17% | +$52.4K | 0.02% | 233 |
|
|
2021
Q3 | $250K | Buy |
1,924
+175
| +10% | +$22.7K | 0.02% | 255 |
|
|
2021
Q2 | $228K | Buy |
+1,749
| New | +$228K | 0.02% | 258 |
|