Brendel Financial Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-371
| Closed | -$48K | – | 249 |
|
|
2021
Q2 | $48K | Buy |
+371
| New | +$48K | 0.03% | 177 |
|
|
2020
Q1 | – | Sell |
-3,125
| Closed | -$466K | – | 85 |
|
|
2019
Q4 | $466K | Hold |
3,125
| – | – | 0.4% | 58 |
|
|
2019
Q3 | $486K | Buy |
3,125
+200
| +7% | +$31.1K | 0.44% | 54 |
|
|
2019
Q2 | $467K | Buy |
+2,925
| New | +$467K | 0.45% | 53 |
|
|
2019
Q1 | – | Hold |
0
| – | -$439K | – | 53 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 54 |
|