Concentric Wealth Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.25M | Sell |
|
|||||
|
2024
Q2 | $4.73M | Buy |
|
|||||
|
2024
Q1 | $4.74M | Buy |
|
|||||
|
2023
Q4 | $4.25M | Buy |
|
|||||
|
2023
Q3 | $3.15M | Buy |
|
|||||
|
2023
Q2 | $3.33M | Buy |
|
|||||
|
2023
Q1 | $3.09M | Buy |
|
|||||
|
2022
Q4 | $3.21M | Buy |
|
|||||
|
2022
Q3 | $2.4M | Buy |
|
|||||
|
2022
Q2 | $2.46M | Buy |
|
|||||
|
2022
Q1 | $3.12M | Buy |
|
|||||
|
2021
Q4 | $3.66M | Buy |
|
|||||
|
2021
Q3 | $2.86M | Buy |
|
|||||
|
2021
Q2 | $2.65M | Buy |
|
|||||
|
2021
Q1 | $2.31M | Buy |
|
|||||
|
2020
Q4 | $1.49M | Buy |
|
|||||
|
2020
Q3 | $821K | Buy |
|
|||||
|
2020
Q2 | $792K | Buy |
|
|||||
|
2020
Q1 | $531K | Buy |
|
|||||
|
2019
Q4 | $1.32M | Buy |
|
|||||
|
2019
Q3 | $1.26M | Sell |
|
|||||
|
2019
Q2 | $1.3M | Buy |
|
|||||
|
2019
Q1 | $1.48M | Buy |
|
|||||
|
2018
Q4 | $1.33M | Buy |
|
|||||
|
2018
Q3 | $1.33M | Sell |
|
|||||
|
2018
Q2 | $1.3M | Buy |
|
|||||
|
2018
Q1 | $1.17M | Buy |
|
|||||
|
2017
Q4 | $1.27M | Buy |
|
|||||
|
2017
Q3 | $1.12M | Buy |
|
|||||
|
2017
Q2 | $1.11M | Sell |
|
|||||
|
2017
Q1 | $1.18M | Buy |
|
|||||
|
2016
Q4 | $1.14M | Buy |
|