Horan Securities’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
Q3 | – | Sell |
-119
| Closed | -$13.7K | – | 578 |
|
|
2023
Q2 | $13.7K | Hold |
119
| – | – | 0.01% | 354 |
|
|
2023
Q1 | $13.3K | Sell |
119
-29
| -20% | -$3.24K | 0.01% | 347 |
|
|
2022
Q4 | $17.4K | Buy |
148
+28
| +23% | +$3.29K | 0.01% | 310 |
|
|
2022
Q3 | $11K | Sell |
120
-5
| -4% | -$458 | 0.01% | 343 |
|
|
2022
Q2 | $12K | Buy |
125
+7
| +6% | +$672 | 0.01% | 303 |
|
|
2022
Q1 | $15K | Sell |
118
-13
| -10% | -$1.65K | 0.01% | 281 |
|
|
2021
Q4 | $21K | Buy |
+131
| New | +$21K | 0.01% | 242 |
|
|
2021
Q2 | $17K | Buy |
134
+109
| +436% | +$13.8K | 0.01% | 245 |
|
|
2021
Q1 | $3K | Sell |
25
-3
| -11% | -$360 | ﹤0.01% | 355 |
|
|
2020
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 365 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$1K | – | 391 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 304 |
|