Edge 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
Q1 | – | Sell |
-129
| Closed | -$21K | – | 403 |
|
|
2021
Q4 | $21K | Hold |
129
| – | – | ﹤0.01% | 253 |
|
|
2021
Q3 | $17K | Buy |
129
+101
| +361% | +$13.3K | ﹤0.01% | 283 |
|
|
2021
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 359 |
|
|
2021
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 368 |
|
|
2020
Q4 | $2K | Buy |
28
+8
| +40% | +$571 | ﹤0.01% | 329 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 410 |
|
|
2020
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 632 |
|