Castellan Group’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
Q3 | – | Sell |
-22,871
| Closed | -$2.17M | – | 61 |
|
|
2022
Q2 | $2.17M | Sell |
22,871
-1,820
| -7% | -$173K | 1.72% | 29 |
|
|
2022
Q1 | $3.25M | Buy |
24,691
+5,251
| +27% | +$691K | 2.25% | 14 |
|
|
2021
Q4 | $3.11M | Buy |
19,440
+1,790
| +10% | +$286K | 2.15% | 9 |
|
|
2021
Q3 | $2.29M | Buy |
+17,650
| New | +$2.29M | 1.18% | 19 |
|