HBC Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-220
| Closed | -$33K | – | 192 |
|
2024
Q2 | $33K | Sell |
220
-160
| -42% | -$24K | 0.02% | 85 |
|
2024
Q1 | $53K | Hold |
380
| – | – | 0.04% | 66 |
|
2023
Q4 | $54K | Hold |
380
| – | – | 0.04% | 63 |
|
2023
Q3 | $41K | Hold |
380
| – | – | 0.03% | 66 |
|
2023
Q2 | $46K | Hold |
380
| – | – | 0.03% | 69 |
|
2023
Q1 | $42K | Buy |
+380
| New | +$42K | 0.03% | 75 |
|
2020
Q1 | – | Sell |
-210
| Closed | -$30K | – | 168 |
|
2019
Q4 | $30K | Buy |
+210
| New | +$30K | 0.03% | 92 |
|