Crewe 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
Q4 | – | Sell |
-263
| Closed | -$44.5K | – | 780 |
|
|
2024
Q3 | $44.5K | Buy |
263
+4
| +2% | +$676 | 0.01% | 311 |
|
|
2024
Q2 | $39.3K | Hold |
259
| – | – | ﹤0.01% | 414 |
|
|
2024
Q1 | $40.5K | Buy |
+259
| New | +$40.5K | ﹤0.01% | 391 |
|
|
2023
Q1 | – | Sell |
-49
| Closed | -$5.76K | – | 1010 |
|
|
2022
Q4 | $5.76K | Sell |
49
-195
| -80% | -$22.9K | ﹤0.01% | 649 |
|
|
2022
Q3 | $22K | Sell |
244
-257
| -51% | -$23.2K | ﹤0.01% | 445 |
|
|
2022
Q2 | $48K | Buy |
501
+436
| +671% | +$41.8K | 0.01% | 303 |
|
|
2022
Q1 | $9K | Buy |
65
+27
| +71% | +$3.74K | ﹤0.01% | 368 |
|
|
2021
Q4 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 349 |
|
|
2020
Q4 | – | Sell |
-47
| Closed | -$3K | – | 627 |
|
|
2020
Q3 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 456 |
|