Clearwater Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,800
| Closed | -$273K | – | 176 |
|
|
2024
Q2 | $273K | Hold |
1,800
| – | – | 0.03% | 134 |
|
|
2024
Q1 | $282K | Hold |
1,800
| – | – | 0.03% | 135 |
|
|
2023
Q4 | $257K | Buy |
+1,800
| New | +$257K | 0.03% | 132 |
|
|
2023
Q3 | – | Sell |
-1,800
| Closed | -$208K | – | 151 |
|
|
2023
Q2 | $208K | Hold |
1,800
| – | – | 0.02% | 140 |
|
|
2023
Q1 | $202K | Hold |
1,800
| – | – | 0.02% | 145 |
|
|
2022
Q4 | $211K | Buy |
+1,800
| New | +$211K | 0.03% | 146 |
|
|
2022
Q2 | – | Sell |
-1,800
| Closed | -$237K | – | 169 |
|
|
2022
Q1 | $237K | Hold |
1,800
| – | – | 0.03% | 152 |
|
|
2021
Q4 | $288K | Buy |
+1,800
| New | +$288K | 0.03% | 139 |
|
|
2018
Q2 | – | Sell |
-139
| Closed | -$21K | – | 501 |
|
|
2018
Q1 | $21K | Buy |
+139
| New | +$21K | ﹤0.01% | 382 |
|