High Net Worth Advisory Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$23.5K | – | 521 |
|
|
2022
Q4 | $23.5K | Hold |
200
| – | – | 0.01% | 419 |
|
|
2022
Q3 | $18K | Hold |
200
| – | – | 0.01% | 470 |
|
|
2022
Q2 | $19K | Buy |
200
+150
| +300% | +$14.3K | 0.01% | 463 |
|
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 570 |
|
|
2021
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 565 |
|