Cerro Pacific Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,047
| Closed | -$358K | – | 164 |
|
|
2022
Q4 | $358K | Sell |
3,047
-1,393
| -31% | -$164K | 0.19% | 120 |
|
|
2022
Q3 | $398K | Sell |
4,440
-418
| -9% | -$37.5K | 0.24% | 100 |
|
|
2022
Q2 | $461K | Sell |
4,858
-282
| -5% | -$26.8K | 0.29% | 96 |
|
|
2022
Q1 | $676K | Buy |
5,140
+246
| +5% | +$32.4K | 0.41% | 76 |
|
|
2021
Q4 | $782K | Buy |
+4,894
| New | +$782K | 0.5% | 62 |
|