Capital Advisory Group Advisory Services’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
Q2 | – | Sell |
-120
| Closed | -$16K | – | 444 |
|
|
2022
Q1 | $16K | Buy |
+120
| New | +$16K | 0.01% | 324 |
|
|
2021
Q4 | – | Sell |
-120
| Closed | -$16K | – | 452 |
|
|
2021
Q3 | $16K | Sell |
120
-15
| -11% | -$2K | 0.01% | 360 |
|
|
2021
Q2 | $18K | Hold |
135
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $15K | Hold |
135
| – | – | 0.01% | 347 |
|
|
2020
Q4 | $12K | Hold |
135
| – | – | 0.01% | 352 |
|
|
2020
Q3 | $9K | Buy |
135
+15
| +13% | +$1K | ﹤0.01% | 331 |
|
|
2020
Q2 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 324 |
|