Fidelis Capital Partners’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
2,261
+177
| +8% | +$29.7K | 0.03% | 311 |
|
|
2025
Q1 | $326K | Sell |
2,084
-142
| -6% | -$22.2K | 0.03% | 305 |
|
|
2024
Q4 | $386K | Buy |
2,226
+35
| +2% | +$6.07K | 0.04% | 296 |
|
|
2024
Q3 | $381K | Sell |
2,191
-18
| -0.8% | -$3.13K | 0.05% | 278 |
|
|
2024
Q2 | $338K | Buy |
2,209
+495
| +29% | +$75.7K | 0.05% | 265 |
|
|
2024
Q1 | $268K | Buy |
1,714
+295
| +21% | +$46.2K | 0.04% | 308 |
|
|
2023
Q4 | $202K | Buy |
+1,419
| New | +$202K | 0.04% | 314 |
|