Capital Square’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 | – | Sell |
-1,716
| Closed | -$269K | – | 165 |
|
|
2024
Q1 | $269K | Sell |
1,716
-130
| -7% | -$20.4K | 0.19% | 115 |
|
|
2023
Q4 | $263K | Buy |
+1,846
| New | +$263K | 0.3% | 83 |
|
|
2020
Q2 | – | Sell |
-1,543
| Closed | -$85K | – | 263 |
|
|
2020
Q1 | $85K | Buy |
+1,543
| New | +$85K | 0.1% | 158 |
|