CCIA
Campbell & Co Investment Adviser’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,544
| Closed | -$534K | – | 1018 |
|
|
2022
Q4 | $534K | Buy |
+4,544
| New | +$534K | 0.13% | 280 |
|
|
2019
Q4 | – | Sell |
-1,793
| Closed | -$279K | – | 833 |
|
|
2019
Q3 | $279K | Buy |
1,793
+458
| +34% | +$71.3K | 0.11% | 420 |
|
|
2019
Q2 | $213K | Buy |
+1,335
| New | +$213K | 0.1% | 444 |
|
|
2019
Q1 | – | Sell |
-2,234
| Closed | -$416K | – | 604 |
|
|
2018
Q4 | $416K | Buy |
2,234
+716
| +47% | +$133K | 0.41% | 65 |
|
|
2018
Q3 | $268K | Buy |
1,518
+100
| +7% | +$17.7K | 0.18% | 263 |
|
|
2018
Q2 | $241K | Sell |
1,418
-747
| -35% | -$127K | 0.19% | 262 |
|
|
2018
Q1 | $334K | Buy |
+2,165
| New | +$334K | 0.28% | 135 |
|