Global Wealth Management Investment 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 |
-11
| Closed | -$1K | – | 417 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 479 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 471 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$1K | – | 516 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 445 |
|
|
2020
Q2 | – | Sell |
-39
| Closed | -$2K | – | 669 |
|
|
2020
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 523 |
|
|
2019
Q4 | $6K | Sell |
39
-2
| -5% | -$308 | ﹤0.01% | 421 |
|
|
2019
Q3 | $6K | Sell |
41
-48
| -54% | -$7.02K | ﹤0.01% | 388 |
|
|
2019
Q2 | $14K | Sell |
89
-830
| -90% | -$131K | 0.01% | 326 |
|
|
2019
Q1 | $167K | Sell |
919
-1,227
| -57% | -$223K | 0.09% | 122 |
|
|
2018
Q4 | $361K | Buy |
+2,146
| New | +$361K | 0.21% | 97 |
|