Burleson & Co’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 | $40K | Hold |
341
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $31K | Hold |
341
| – | – | 0.01% | 210 |
|
|
2022
Q2 | $32K | Sell |
341
-1,200
| -78% | -$113K | 0.01% | 194 |
|
|
2022
Q1 | $203K | Hold |
1,541
| – | – | 0.03% | 130 |
|
|
2021
Q4 | $246K | Hold |
1,541
| – | – | 0.04% | 131 |
|
|
2021
Q3 | $200K | Hold |
1,541
| – | – | 0.03% | 126 |
|
|
2021
Q2 | $201K | Hold |
1,541
| – | – | 0.03% | 133 |
|
|
2021
Q1 | $175K | Buy |
+1,541
| New | +$175K | 0.03% | 134 |
|