FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6
| Closed | -$911 | – | 1420 |
|
|
2024
Q2 | $911 | Buy |
+6
| New | +$911 | ﹤0.01% | 1237 |
|
|
2023
Q4 | – | Sell |
-70
| Closed | -$7.56K | – | 1304 |
|
|
2023
Q3 | $7.56K | Sell |
70
-30
| -30% | -$3.24K | ﹤0.01% | 821 |
|
|
2023
Q2 | $11.7K | Hold |
100
| – | – | ﹤0.01% | 737 |
|
|
2023
Q1 | $11.7K | Hold |
100
| – | – | ﹤0.01% | 736 |
|
|
2022
Q4 | $11.7K | Hold |
100
| – | – | ﹤0.01% | 736 |
|
|
2022
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 877 |
|
|
2022
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 892 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 868 |
|
|
2021
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 804 |
|
|
2021
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 845 |
|
|
2021
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 854 |
|
|
2021
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 870 |
|
|
2020
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 869 |
|
|
2020
Q3 | $6 | Buy |
+100
| New | +$6 | ﹤0.01% | 937 |
|
|
2020
Q2 | – | Sell |
-66
| Closed | -$4K | – | 1144 |
|
|
2020
Q1 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 913 |
|
|
2019
Q2 | – | Hold |
0
| – | -$28K | – | 1234 |
|
|
2019
Q1 | – | Hold |
0
| – | -$26K | – | 510 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 525 |
|