Guardian Capital Advisors’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
Q1 | – | Sell |
-5,225
| Closed | -$658K | – | 164 |
|
|
2022
Q4 | $658K | Sell |
5,225
-825
| -14% | -$104K | 0.07% | 110 |
|
|
2022
Q3 | $567K | Sell |
6,050
-5,170
| -46% | -$485K | 0.07% | 109 |
|
|
2022
Q2 | $1.06M | Buy |
11,220
+625
| +6% | +$58.8K | 0.12% | 94 |
|
|
2022
Q1 | $1.34M | Buy |
10,595
+3,900
| +58% | +$492K | 0.13% | 96 |
|
|
2021
Q4 | $1.08M | Buy |
6,695
+100
| +2% | +$16.2K | 0.1% | 98 |
|
|
2021
Q3 | $872K | Buy |
6,595
+600
| +10% | +$79.3K | 0.09% | 103 |
|
|
2021
Q2 | $777K | Buy |
5,995
+2,545
| +74% | +$330K | 0.08% | 111 |
|
|
2021
Q1 | $392K | Buy |
+3,450
| New | +$392K | 0.04% | 139 |
|