Evolution Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-60
| Closed | -$8K | – | 554 |
|
|
2021
Q3 | $8K | Hold |
60
| – | – | ﹤0.01% | 433 |
|
|
2021
Q2 | $8K | Sell |
60
-310
| -84% | -$41.3K | ﹤0.01% | 448 |
|
|
2021
Q1 | $42K | Hold |
370
| – | – | 0.01% | 214 |
|
|
2020
Q4 | $32K | Hold |
370
| – | – | 0.01% | 217 |
|
|
2020
Q3 | $24K | Buy |
370
+310
| +517% | +$20.1K | 0.01% | 257 |
|
|
2020
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 404 |
|
|
2020
Q1 | – | Sell |
-45
| Closed | -$7K | – | 605 |
|
|
2019
Q4 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 357 |
|