Householder Group Estate & Retirement Specialist’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
Q4 | $10K | Sell |
61
-248
| -80% | -$40.7K | 0.01% | 366 |
|
|
2024
Q3 | $52K | Hold |
309
| – | – | 0.02% | 473 |
|
|
2024
Q2 | $46K | Buy |
309
+65
| +27% | +$9.68K | 0.01% | 498 |
|
|
2024
Q1 | $38.2K | Sell |
244
-10
| -4% | -$1.57K | 0.01% | 529 |
|
|
2023
Q4 | $36K | Sell |
254
-90
| -26% | -$12.8K | 0.01% | 529 |
|
|
2023
Q3 | $37.2K | Buy |
+344
| New | +$37.2K | 0.01% | 508 |
|
|
2023
Q1 | $27K | Buy |
+244
| New | +$27K | 0.01% | 575 |
|
|
2022
Q4 | – | Sell |
-244
| Closed | -$21K | – | 1013 |
|
|
2022
Q3 | $21K | Buy |
+244
| New | +$21K | 0.01% | 571 |
|