EPA
Element Pointe Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,333
| Closed | -$385K | – | 75 |
|
|
2023
Q2 | $385K | Hold |
3,333
| – | – | 0.1% | 46 |
|
|
2023
Q1 | $373K | Hold |
3,333
| – | – | 0.1% | 46 |
|
|
2022
Q4 | $392K | Buy |
+3,333
| New | +$392K | 0.12% | 40 |
|
|
2022
Q3 | – | Sell |
-3,355
| Closed | -$318K | – | 70 |
|
|
2022
Q2 | $318K | Buy |
3,355
+22
| +0.7% | +$2.09K | 0.13% | 52 |
|
|
2022
Q1 | $438K | Hold |
3,333
| – | – | 0.15% | 63 |
|
|
2021
Q4 | $533K | Sell |
3,333
-1,667
| -33% | -$267K | 0.16% | 75 |
|
|
2021
Q3 | $650K | Hold |
5,000
| – | – | 0.22% | 67 |
|
|
2021
Q2 | $640K | Buy |
+5,000
| New | +$640K | 0.19% | 78 |
|