CAN
Claraphi Advisory Network’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,130
| Closed | -$1.78M | – | 336 |
|
|
2021
Q4 | $1.78M | Buy |
11,130
+1,103
| +11% | +$176K | 0.62% | 34 |
|
|
2021
Q3 | $1.3M | Buy |
10,027
+224
| +2% | +$29.1K | 0.46% | 43 |
|
|
2021
Q2 | $1.28M | Buy |
9,803
+9
| +0.1% | +$1.17K | 0.39% | 47 |
|
|
2021
Q1 | $1.11M | Buy |
+9,794
| New | +$1.11M | 0.31% | 69 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1062 |
|
|
2020
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 896 |
|