Braun-Bostich & Associates’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
Q1 | – | Sell |
-2,038
| Closed | -$309K | – | 133 |
|
|
2021
Q4 | $309K | Buy |
+2,038
| New | +$309K | 0.07% | 81 |
|
|
2020
Q3 | – | Sell |
-165
| Closed | -$11K | – | 328 |
|
|
2020
Q2 | $11K | Hold |
165
| – | – | 0.01% | 217 |
|
|
2020
Q1 | $8K | Sell |
165
-2,806
| -94% | -$136K | 0.01% | 229 |
|
|
2019
Q4 | $431K | Buy |
2,971
+689
| +30% | +$100K | 0.42% | 53 |
|
|
2019
Q3 | $355K | Buy |
2,282
+588
| +35% | +$91.5K | 0.41% | 57 |
|
|
2019
Q2 | $271K | Buy |
1,694
+741
| +78% | +$119K | 0.28% | 80 |
|
|
2019
Q1 | $174K | Buy |
+953
| New | +$174K | 0.18% | 113 |
|
|
2018
Q1 | – | Sell |
-309
| Closed | -$53K | – | 336 |
|
|
2017
Q4 | $53K | Buy |
+309
| New | +$53K | 0.04% | 174 |
|