Glassman Wealth Services’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
Q1 | – | Sell |
-475
| Closed | -$67.8K | – | 1576 |
|
|
2023
Q4 | $67.8K | Buy |
475
+30
| +7% | +$3.63K | 0.01% | 381 |
|
|
2023
Q3 | $48.1K | Buy |
445
+13
| +3% | +$1.52K | 0.01% | 432 |
|
|
2023
Q2 | $49.9K | Sell |
432
-19
| -4% | -$2.07K | 0.01% | 410 |
|
|
2023
Q1 | $50.5K | Buy |
451
+32
| +8% | +$3.82K | 0.01% | 409 |
|
|
2022
Q4 | $49.2K | Buy |
419
+13
| +3% | +$1.45K | 0.01% | 428 |
|
|
2022
Q3 | $36K | Sell |
406
-30
| -7% | -$3.07K | 0.01% | 464 |
|
|
2022
Q2 | $41K | Buy |
436
+59
| +16% | +$6.76K | 0.01% | 439 |
|
|
2022
Q1 | $50K | Buy |
377
+67
| +22% | +$9.54K | 0.01% | 402 |
|
|
2021
Q4 | $50K | Buy |
310
+12
| +4% | +$1.83K | 0.01% | 373 |
|
|
2021
Q3 | $39K | Buy |
298
+30
| +11% | +$3.9K | 0.01% | 416 |
|
|
2021
Q2 | $35K | Buy |
268
+5
| +2% | +$621 | 0.01% | 428 |
|
|
2021
Q1 | $30K | Buy |
263
+49
| +23% | +$5.11K | 0.01% | 428 |
|
|
2020
Q4 | $18K | Buy |
214
+61
| +40% | +$4.66K | ﹤0.01% | 564 |
|
|
2020
Q3 | $10K | Buy |
153
+48
| +46% | +$3.15K | ﹤0.01% | 621 |
|
|
2020
Q2 | $7K | Buy |
105
+44
| +72% | +$2.76K | ﹤0.01% | 567 |
|
|
2020
Q1 | $3K | Sell |
61
-5
| -8% | -$598 | ﹤0.01% | 637 |
|
|
2019
Q4 | $10K | Buy |
66
+16
| +32% | +$2.4K | ﹤0.01% | 486 |
|
|
2019
Q3 | $8K | Sell |
50
-33
| -40% | -$5.13K | ﹤0.01% | 479 |
|
|
2019
Q2 | $13K | Hold |
83
| – | – | 0.01% | 425 |
|
|
2019
Q1 | $15K | Buy |
83
+69
| +493% | +$12.3K | 0.01% | 401 |
|
|
2018
Q4 | $2K | Buy |
14
+3
| +27% | +$536 | ﹤0.01% | 573 |
|
|
2018
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 616 |
|
|
2018
Q2 | $2K | Buy |
11
+6
| +120% | +$955 | ﹤0.01% | 582 |
|
|
2018
Q1 | $1K | Sell |
5
-17
| -77% | -$2.7K | ﹤0.01% | 666 |
|
|
2017
Q4 | $4K | Buy |
+22
| New | +$3.57K | ﹤0.01% | 440 |
|
Other funds holding SPG
