Financial Partners Capital 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
Q4 | $7.65M | Buy |
65,085
+563
| +0.9% | +$66.1K | 1.7% | 22 |
|
|
2022
Q3 | $5.79M | Buy |
64,522
+6,627
| +11% | +$595K | 1.37% | 26 |
|
|
2022
Q2 | $5.5M | Buy |
57,895
+1,114
| +2% | +$106K | 1.18% | 30 |
|
|
2022
Q1 | $7.47M | Buy |
56,781
+1,003
| +2% | +$132K | 1.39% | 28 |
|
|
2021
Q4 | $8.91M | Buy |
55,778
+768
| +1% | +$123K | 1.58% | 25 |
|
|
2021
Q3 | $7.15M | Buy |
55,010
+330
| +0.6% | +$42.9K | 1.31% | 29 |
|
|
2021
Q2 | $7.13M | Sell |
54,680
-63
| -0.1% | -$8.22K | 1.31% | 29 |
|
|
2021
Q1 | $6.23M | Buy |
+54,743
| New | +$6.23M | 1.26% | 31 |
|