EI
EDMP Inc’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,656
| Closed | -$449K | – | 79 |
|
|
2024
Q3 | $449K | Sell |
2,656
-40
| -1% | -$6.76K | 0.37% | 56 |
|
|
2024
Q2 | $409K | Hold |
2,696
| – | – | 0.37% | 53 |
|
|
2024
Q1 | $422K | Hold |
2,696
| – | – | 0.35% | 56 |
|
|
2023
Q4 | $385K | Hold |
2,696
| – | – | 0.35% | 56 |
|
|
2023
Q3 | $291K | Buy |
2,696
+684
| +34% | +$73.9K | 0.3% | 57 |
|
|
2023
Q2 | $232K | Sell |
2,012
-73
| -4% | -$8.43K | 0.22% | 61 |
|
|
2023
Q1 | $233K | Hold |
2,085
| – | – | 0.23% | 55 |
|
|
2022
Q4 | $245K | Buy |
+2,085
| New | +$245K | 0.24% | 54 |
|
|
2022
Q3 | – | Sell |
-2,212
| Closed | -$210K | – | 58 |
|
|
2022
Q2 | $210K | Hold |
2,212
| – | – | 0.21% | 58 |
|
|
2022
Q1 | $291K | Hold |
2,212
| – | – | 0.27% | 56 |
|
|
2021
Q4 | $353K | Buy |
2,212
+79
| +4% | +$12.6K | 0.35% | 48 |
|
|
2021
Q3 | $277K | Hold |
2,133
| – | – | 0.29% | 51 |
|
|
2021
Q2 | $278K | Buy |
2,133
+55
| +3% | +$7.17K | 0.29% | 47 |
|
|
2021
Q1 | $236K | Buy |
+2,078
| New | +$236K | 0.25% | 49 |
|
|
2020
Q1 | – | Sell |
-2,400
| Closed | -$358K | – | 67 |
|
|
2019
Q4 | $358K | Buy |
2,400
+776
| +48% | +$116K | 0.31% | 47 |
|
|
2019
Q3 | $242K | Buy |
+1,624
| New | +$242K | 0.22% | 50 |
|