Founders Capital Management (Texas)’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,020
| Closed | -$338K | – | 405 |
|
|
2023
Q1 | $338K | Hold |
3,020
| – | – | 0.26% | 42 |
|
|
2022
Q4 | $355K | Hold |
3,020
| – | – | 0.27% | 44 |
|
|
2022
Q3 | $271K | Hold |
3,020
| – | – | 0.22% | 50 |
|
|
2022
Q2 | $287K | Hold |
3,020
| – | – | 0.23% | 49 |
|
|
2022
Q1 | $483K | Hold |
3,020
| – | – | 0.31% | 42 |
|
|
2021
Q4 | $483K | Hold |
3,020
| – | – | 0.31% | 42 |
|
|
2021
Q3 | $393K | Hold |
3,020
| – | – | 0.27% | 43 |
|
|
2021
Q2 | $394K | Hold |
3,020
| – | – | 0.26% | 41 |
|
|
2021
Q1 | $344K | Hold |
3,020
| – | – | 0.24% | 41 |
|
|
2020
Q4 | $258K | Buy |
+3,020
| New | +$258K | 0.18% | 48 |
|