Disciplined Investments’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
Q4 | – | Sell |
-153
| Closed | -$14K | – | 1693 |
|
|
2022
Q3 | $14K | Hold |
153
| – | – | 0.01% | 343 |
|
|
2022
Q2 | $15K | Hold |
153
| – | – | 0.01% | 352 |
|
|
2022
Q1 | $20K | Hold |
153
| – | – | 0.01% | 327 |
|
|
2021
Q4 | $24K | Buy |
+153
| New | +$24K | 0.01% | 283 |
|
|
2020
Q4 | – | Sell |
-68
| Closed | -$4K | – | 402 |
|
|
2020
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 313 |
|
|
2020
Q2 | $5K | Buy |
68
+52
| +325% | +$3.82K | ﹤0.01% | 314 |
|
|
2020
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 405 |
|
|
2019
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 389 |
|