Covenant Asset Management’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
-2,000
Closed -$235K 150
2022
Q4
$235K Buy
+2,000
New +$235K 0.06% 131
2022
Q2
Sell
-2,000
Closed -$263K 141
2022
Q1
$263K Buy
+2,000
New +$263K 0.07% 125