Capasso Planning Partners’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
Q4 | – | Sell |
-1,423
| Closed | -$241K | – | 142 |
|
|
2024
Q3 | $241K | Hold |
1,423
| – | – | 0.07% | 135 |
|
|
2024
Q2 | $216K | Buy |
1,423
+1
| +0.1% | +$152 | 0.07% | 136 |
|
|
2024
Q1 | $223K | Sell |
1,422
-9
| -0.6% | -$1.41K | 0.09% | 102 |
|
|
2023
Q4 | $204K | Buy |
+1,431
| New | +$204K | 0.1% | 97 |
|
|
2022
Q4 | – | Sell |
-2,320
| Closed | -$208K | – | 105 |
|
|
2022
Q3 | $208K | Sell |
2,320
-1,785
| -43% | -$160K | 0.15% | 82 |
|
|
2022
Q2 | $390K | Buy |
4,105
+805
| +24% | +$76.5K | 0.28% | 58 |
|
|
2022
Q1 | $434K | Sell |
3,300
-500
| -13% | -$65.8K | 0.31% | 55 |
|
|
2021
Q4 | $607K | Buy |
+3,800
| New | +$607K | 0.44% | 42 |
|