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First Affirmative Financial Network’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,071
Closed -$272K 156
2022
Q1
$272K Sell
2,071
-46
-2% -$6.04K 0.26% 119
2021
Q4
$338K Buy
2,117
+132
+7% +$21.1K 0.31% 94
2021
Q3
$258K Buy
+1,985
New +$258K 0.27% 114