Gladstone Institutional Advisory’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,224
| Closed | -$306K | – | 678 |
|
|
2022
Q2 | $306K | Buy |
+3,224
| New | +$306K | 0.02% | 501 |
|
|
2022
Q1 | – | Sell |
-11,671
| Closed | -$1.87M | – | 753 |
|
|
2021
Q4 | $1.87M | Buy |
11,671
+4,235
| +57% | +$677K | 0.14% | 190 |
|
|
2021
Q3 | $967K | Sell |
7,436
-449
| -6% | -$58.4K | 0.09% | 232 |
|
|
2021
Q2 | $1.03M | Buy |
7,885
+353
| +5% | +$46.1K | 0.12% | 187 |
|
|
2021
Q1 | $857K | Buy |
+7,532
| New | +$857K | 0.13% | 165 |
|