Dividend Assets Capital’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
Q3 | – | Sell |
-1,600
| Closed | -$185K | – | 507 |
|
|
2023
Q2 | $185K | Hold |
1,600
| – | – | 0.04% | 169 |
|
|
2023
Q1 | $188K | Hold |
1,600
| – | – | 0.04% | 167 |
|
|
2022
Q4 | $188K | Hold |
1,600
| – | – | 0.04% | 167 |
|
|
2022
Q3 | $144K | Hold |
1,600
| – | – | 0.03% | 183 |
|
|
2022
Q2 | $152K | Hold |
1,600
| – | – | 0.03% | 189 |
|
|
2022
Q1 | $210K | Hold |
1,600
| – | – | 0.04% | 175 |
|
|
2021
Q4 | $256K | Hold |
1,600
| – | – | 0.05% | 171 |
|
|
2021
Q3 | $208K | Hold |
1,600
| – | – | 0.04% | 180 |
|
|
2021
Q2 | $209K | Hold |
1,600
| – | – | 0.04% | 183 |
|
|
2021
Q1 | $182K | Hold |
1,600
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $136K | Buy |
+1,600
| New | +$136K | 0.03% | 203 |
|
|
2020
Q1 | – | Sell |
-1,767
| Closed | -$263K | – | 190 |
|
|
2019
Q4 | $263K | Buy |
1,767
+42
| +2% | +$6.25K | 0.04% | 155 |
|
|
2019
Q3 | $268K | Buy |
+1,725
| New | +$268K | 0.04% | 151 |
|