CPSC
Carl P. Sherr & Co’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,343
| Closed | -$792K | – | 121 |
|
|
2022
Q2 | $792K | Buy |
8,343
+666
| +9% | +$63.2K | 0.59% | 45 |
|
|
2022
Q1 | $1.01M | Buy |
7,677
+201
| +3% | +$26.4K | 0.68% | 35 |
|
|
2021
Q4 | $1.2M | Buy |
7,476
+1,792
| +32% | +$286K | 0.72% | 35 |
|
|
2021
Q3 | $739K | Buy |
5,684
+461
| +9% | +$59.9K | 0.59% | 48 |
|
|
2021
Q2 | $681K | Buy |
5,223
+1,165
| +29% | +$152K | 0.47% | 60 |
|
|
2021
Q1 | $462K | Buy |
+4,058
| New | +$462K | 0.35% | 71 |
|