Hudson Valley Investment Advisors’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 |
-1,550
| Closed | -$221K | – | 189 |
|
|
2024
Q2 | $221K | Buy |
+1,550
| New | +$221K | 0.03% | 166 |
|
|
2024
Q1 | – | Sell |
-1,550
| Closed | -$221K | – | 184 |
|
|
2023
Q4 | $221K | Sell |
1,550
-1,242
| -44% | -$177K | 0.03% | 166 |
|
|
2023
Q3 | $302K | Sell |
2,792
-3,220
| -54% | -$348K | 0.04% | 154 |
|
|
2023
Q2 | $694K | Sell |
6,012
-3,672
| -38% | -$424K | 0.09% | 120 |
|
|
2023
Q1 | $1.08M | Sell |
9,684
-4,437
| -31% | -$497K | 0.15% | 114 |
|
|
2022
Q4 | $1.66M | Buy |
14,121
+643
| +5% | +$75.5K | 0.25% | 91 |
|
|
2022
Q3 | $1.21M | Buy |
13,478
+872
| +7% | +$78.3K | 0.19% | 102 |
|
|
2022
Q2 | $1.2M | Buy |
12,606
+1,007
| +9% | +$95.6K | 0.19% | 104 |
|
|
2022
Q1 | $1.53M | Buy |
11,599
+3,536
| +44% | +$465K | 0.2% | 95 |
|
|
2021
Q4 | $1.29M | Buy |
8,063
+6,480
| +409% | +$1.04M | 0.2% | 83 |
|
|
2021
Q3 | $206K | Buy |
+1,583
| New | +$206K | 0.04% | 170 |
|
|
2020
Q1 | – | Sell |
-2,594
| Closed | -$386K | – | 167 |
|
|
2019
Q4 | $386K | Sell |
2,594
-157
| -6% | -$23.4K | 0.08% | 123 |
|
|
2019
Q3 | $428K | Sell |
2,751
-1,236
| -31% | -$192K | 0.1% | 115 |
|
|
2019
Q2 | $637K | Sell |
3,987
-8
| -0.2% | -$1.28K | 0.15% | 106 |
|
|
2019
Q1 | $728K | Sell |
3,995
-713
| -15% | -$130K | 0.18% | 97 |
|
|
2018
Q4 | $791K | Buy |
+4,708
| New | +$791K | 0.18% | 96 |
|