First Trust Direct Indexing’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.05M | Buy |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.65M | Buy |
|
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|
2023
Q4 | $1.33M | Buy |
|
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|
2023
Q3 | $628K | Buy |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $545K | Buy |
|
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $475K | Sell |
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|
2022
Q1 | $659K | Sell |
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|
2021
Q4 | $826K | Sell |
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|
2021
Q3 | $903K | Buy |
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|
2021
Q2 | $905K | Buy |
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|
2021
Q1 | $609K | Buy |
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|
2020
Q4 | $454K | Buy |
|