Dakota Wealth 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
2022
Q2
Sell
-2,963
Closed -$390K 540
2022
Q1
$390K Buy
+2,963
New +$390K 0.03% 323
2019
Q3
Sell
-1,402
Closed -$224K 324
2019
Q2
$224K Sell
1,402
-989
-41% -$158K 0.04% 257
2019
Q1
$436K Buy
+2,391
New +$436K 0.09% 192