Icon Wealth Partners’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $1.6M | Buy |
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2023
Q1 | $1.55M | Buy |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.34M | Buy |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $698K | Buy |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $232K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $51K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $47K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $48K | Buy |
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