Harvest Investment Services’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
Q1 | – | Sell |
-1,840
| Closed | -$293K | – | 264 |
|
|
2021
Q4 | $293K | Sell |
1,840
-9
| -0.5% | -$1.43K | 0.12% | 197 |
|
|
2021
Q3 | $240K | Sell |
1,849
-10
| -0.5% | -$1.3K | 0.1% | 246 |
|
|
2021
Q2 | $242K | Sell |
1,859
-1,137
| -38% | -$148K | 0.1% | 248 |
|
|
2021
Q1 | $340K | Buy |
+2,996
| New | +$340K | 0.15% | 170 |
|
|
2019
Q1 | – | Sell |
-1,777
| Closed | -$318K | – | 169 |
|
|
2018
Q4 | $318K | Buy |
+1,777
| New | +$318K | 0.29% | 75 |
|