Empirical 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
Q2 | – | Sell |
-1,683
| Closed | -$222K | – | 524 |
|
|
2022
Q1 | $222K | Sell |
1,683
-69
| -4% | -$9.1K | 0.01% | 457 |
|
|
2021
Q4 | $280K | Buy |
+1,752
| New | +$280K | 0.01% | 434 |
|
|
2021
Q3 | – | Sell |
-1,611
| Closed | -$210K | – | 477 |
|
|
2021
Q2 | $210K | Buy |
+1,611
| New | +$210K | 0.01% | 418 |
|
|
2021
Q1 | – | Sell |
-2,391
| Closed | -$204K | – | 414 |
|
|
2020
Q4 | $204K | Buy |
+2,391
| New | +$204K | 0.02% | 338 |
|