Evoke Wealth’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
Q4 | – | Sell |
-193
| Closed | -$17K | – | 1033 |
|
|
2022
Q3 | $17K | Buy |
193
+12
| +7% | +$1.06K | ﹤0.01% | 668 |
|
|
2022
Q2 | $17K | Sell |
181
-32
| -15% | -$3.01K | ﹤0.01% | 687 |
|
|
2022
Q1 | $28K | Sell |
213
-1,971
| -90% | -$259K | ﹤0.01% | 600 |
|
|
2021
Q4 | $349K | Hold |
2,184
| – | – | 0.01% | 283 |
|
|
2021
Q3 | $283K | Hold |
2,184
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $285K | Sell |
2,184
-40
| -2% | -$5.22K | 0.01% | 301 |
|
|
2021
Q1 | $253K | Buy |
2,224
+37
| +2% | +$4.21K | 0.01% | 276 |
|
|
2020
Q4 | $189K | Buy |
2,187
+100
| +5% | +$8.64K | 0.01% | 240 |
|
|
2020
Q3 | $135K | Sell |
2,087
-9
| -0.4% | -$582 | 0.01% | 248 |
|
|
2020
Q2 | $143K | Buy |
2,096
+632
| +43% | +$43.1K | 0.01% | 231 |
|
|
2020
Q1 | $80.3K | Buy |
1,464
+514
| +54% | +$28.2K | 0.01% | 290 |
|
|
2019
Q4 | $142K | Buy |
950
+298
| +46% | +$44.4K | 0.02% | 274 |
|
|
2019
Q3 | $102K | Buy |
+652
| New | +$102K | 0.01% | 360 |
|