Focused Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-114
| Closed | -$16.3K | – | 808 |
|
|
2023
Q4 | $16.3K | Buy |
114
+1
| +0.9% | +$143 | ﹤0.01% | 468 |
|
|
2023
Q3 | $12.2K | Sell |
113
-10
| -8% | -$1.08K | ﹤0.01% | 483 |
|
|
2023
Q2 | $14.2K | Buy |
123
+26
| +27% | +$3K | ﹤0.01% | 474 |
|
|
2023
Q1 | $10.8K | Buy |
97
+6
| +7% | +$670 | ﹤0.01% | 517 |
|
|
2022
Q4 | $10.6K | Buy |
91
+11
| +14% | +$1.29K | ﹤0.01% | 502 |
|
|
2022
Q3 | $7K | Buy |
80
+12
| +18% | +$1.05K | ﹤0.01% | 551 |
|
|
2022
Q2 | $6K | Sell |
68
-1,999
| -97% | -$176K | ﹤0.01% | 568 |
|
|
2022
Q1 | $272K | Buy |
2,067
+1
| +0% | +$132 | 0.04% | 126 |
|
|
2021
Q4 | $330K | Hold |
2,066
| – | – | 0.05% | 120 |
|
|
2021
Q3 | $268K | Buy |
2,066
+2
| +0.1% | +$259 | 0.04% | 140 |
|
|
2021
Q2 | $269K | Buy |
2,064
+1
| +0% | +$130 | 0.04% | 141 |
|
|
2021
Q1 | $235K | Buy |
2,063
+1
| +0% | +$114 | 0.04% | 153 |
|
|
2020
Q4 | $176K | Buy |
2,062
+2,001
| +3,280% | +$171K | 0.03% | 165 |
|
|
2020
Q3 | $4K | Buy |
61
+1
| +2% | +$66 | ﹤0.01% | 601 |
|
|
2020
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 574 |
|
|
2015
Q2 | – | Sell |
-156
| Closed | -$31K | – | 693 |
|
|
2015
Q1 | $31K | Hold |
156
| – | – | 0.02% | 256 |
|
|
2014
Q4 | $28K | Hold |
156
| – | – | 0.02% | 261 |
|
|
2014
Q3 | $26K | Hold |
156
| – | – | 0.02% | 278 |
|
|
2014
Q2 | $26K | Sell |
156
-10
| -6% | -$1.67K | 0.02% | 271 |
|
|
2014
Q1 | $26K | Hold |
166
| – | – | 0.02% | 247 |
|
|
2013
Q4 | $24K | Hold |
166
| – | – | 0.02% | 264 |
|
|
2013
Q3 | $23K | Buy |
+166
| New | +$23K | 0.02% | 256 |
|