Gradient Investments’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
Q3 | – | Sell |
-20
| Closed | -$3.04K | – | 1130 |
|
|
2024
Q2 | $3.04K | Sell |
20
-10
| -33% | -$1.47K | ﹤0.01% | 924 |
|
|
2024
Q1 | $4.7K | Sell |
30
-6
| -17% | -$880 | ﹤0.01% | 733 |
|
|
2023
Q4 | $5.1K | Buy |
36
+11
| +44% | +$1.33K | ﹤0.01% | 988 |
|
|
2023
Q3 | $2.67K | Buy |
25
+6
| +32% | +$703 | ﹤0.01% | 1102 |
|
|
2023
Q2 | $2.17K | Buy |
19
+14
| +280% | +$1.52K | ﹤0.01% | 1138 |
|
|
2023
Q1 | $532 | Sell |
5
-3
| -38% | -$358 | ﹤0.01% | 1276 |
|
|
2022
Q4 | $910 | Buy |
8
+3
| +60% | +$333 | ﹤0.01% | 1212 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1526 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1368 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1131 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1183 |
|
|
2021
Q3 | $1K | Sell |
5
-40
| -89% | -$5.21K | ﹤0.01% | 1104 |
|
|
2021
Q2 | $6K | Sell |
45
-38
| -46% | -$4.72K | ﹤0.01% | 855 |
|
|
2021
Q1 | $9K | Buy |
83
+39
| +89% | +$4.07K | ﹤0.01% | 790 |
|
|
2020
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 904 |
|
|
2020
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 909 |
|
|
2020
Q2 | $3K | Sell |
44
-4
| -8% | -$251 | ﹤0.01% | 847 |
|
|
2020
Q1 | $3K | Sell |
48
-5
| -9% | -$598 | ﹤0.01% | 875 |
|
|
2019
Q4 | $8K | Hold |
53
| – | – | ﹤0.01% | 751 |
|
|
2019
Q3 | $8K | Sell |
53
-7,247
| -99% | -$1.13M | ﹤0.01% | 716 |
|
|
2019
Q2 | $1.17M | Buy |
7,300
+5,808
| +389% | +$1M | 0.06% | 176 |
|
|
2019
Q1 | $272K | Buy |
1,492
+1,201
| +413% | +$213K | 0.02% | 229 |
|
|
2018
Q4 | $49K | Buy |
291
+87
| +43% | +$15.6K | ﹤0.01% | 342 |
|
|
2018
Q3 | $36K | Sell |
204
-81
| -28% | -$14.3K | ﹤0.01% | 408 |
|
|
2018
Q2 | $48K | Sell |
285
-51,800
| -99% | -$8.24M | ﹤0.01% | 344 |
|
|
2018
Q1 | $8.04M | Buy |
52,085
+6,694
| +15% | +$1.06M | 0.44% | 67 |
|
|
2017
Q4 | $7.79M | Buy |
45,391
+4,262
| +10% | +$692K | 0.45% | 58 |
|
|
2017
Q3 | $6.62M | Buy |
41,129
+4,097
| +11% | +$654K | 0.42% | 71 |
|
|
2017
Q2 | $5.99M | Buy |
37,032
+5,156
| +16% | +$839K | 0.42% | 77 |
|
|
2017
Q1 | $5.48M | Buy |
31,876
+5,560
| +21% | +$993K | 0.42% | 75 |
|
|
2016
Q4 | $4.68M | Buy |
26,316
+4,035
| +18% | +$749K | 0.41% | 79 |
|
|
2016
Q3 | $4.61M | Buy |
22,281
+1,296
| +6% | +$281K | 0.45% | 61 |
|
|
2016
Q2 | $4.55M | Buy |
20,985
+1,626
| +8% | +$332K | 0.49% | 43 |
|
|
2016
Q1 | $4.02M | Buy |
19,359
+167
| +0.9% | +$32.1K | 0.5% | 47 |
|
|
2015
Q4 | $3.73M | Buy |
19,192
+653
| +4% | +$126K | 0.5% | 43 |
|
|
2015
Q3 | $3.41M | Sell |
18,539
-1,036
| -5% | -$190K | 0.48% | 44 |
|
|
2015
Q2 | $3.39M | Buy |
+19,575
| New | +$3.6M | 0.46% | 70 |
|
|
2014
Q1 | – | Sell |
-22
| Closed | -$3K | – | 617 |
|
|
2013
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 478 |
|
|
2013
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 387 |
|
|
2013
Q2 | $3K | Buy |
+22
| New | +$3.53K | ﹤0.01% | 351 |
|
Other funds holding SPG
