Buckingham Strategic Wealth’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $287K | Sell |
1,891
-241
| -11% | -$36.6K | ﹤0.01% | 613 |
|
|
2024
Q1 | $334K | Buy |
2,132
+253
| +13% | +$39.6K | ﹤0.01% | 564 |
|
|
2023
Q4 | $268K | Buy |
+1,879
| New | +$268K | ﹤0.01% | 598 |
|
|
2023
Q3 | – | Sell |
-1,821
| Closed | -$210K | – | 709 |
|
|
2023
Q2 | $210K | Sell |
1,821
-1,199
| -40% | -$138K | ﹤0.01% | 630 |
|
|
2023
Q1 | $355K | Hold |
3,020
| – | – | 0.01% | 455 |
|
|
2022
Q4 | $355K | Buy |
+3,020
| New | +$355K | 0.01% | 457 |
|
|
2022
Q2 | – | Sell |
-1,653
| Closed | -$218K | – | 645 |
|
|
2022
Q1 | $218K | Sell |
1,653
-702
| -30% | -$92.6K | ﹤0.01% | 545 |
|
|
2021
Q4 | $376K | Sell |
2,355
-126
| -5% | -$20.1K | 0.01% | 419 |
|
|
2021
Q3 | $322K | Buy |
2,481
+82
| +3% | +$10.6K | 0.01% | 452 |
|
|
2021
Q2 | $313K | Buy |
2,399
+38
| +2% | +$4.96K | 0.01% | 457 |
|
|
2021
Q1 | $269K | Buy |
+2,361
| New | +$269K | 0.01% | 458 |
|
|
2020
Q4 | – | Sell |
-3,326
| Closed | -$215K | – | 574 |
|
|
2020
Q3 | $215K | Sell |
3,326
-238
| -7% | -$15.4K | 0.02% | 439 |
|
|
2020
Q2 | $244K | Buy |
+3,564
| New | +$244K | 0.02% | 352 |
|
|
2020
Q1 | – | Sell |
-2,272
| Closed | -$338K | – | 510 |
|
|
2019
Q4 | $338K | Buy |
2,272
+25
| +1% | +$3.72K | 0.03% | 329 |
|
|
2019
Q3 | $350K | Buy |
2,247
+961
| +75% | +$150K | 0.04% | 292 |
|
|
2019
Q2 | $205K | Sell |
1,286
-333
| -21% | -$53.1K | 0.02% | 418 |
|
|
2019
Q1 | $295K | Buy |
1,619
+329
| +26% | +$59.9K | 0.04% | 318 |
|
|
2018
Q4 | $217K | Buy |
+1,290
| New | +$217K | 0.03% | 315 |
|