Icon Wealth Partners’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 | $419K | Sell |
3,882
-9,980
| -72% | -$1.08M | 0.05% | 189 |
|
|
2023
Q2 | $1.6M | Buy |
13,862
+17
| +0.1% | +$1.96K | 0.17% | 108 |
|
|
2023
Q1 | $1.55M | Buy |
+13,845
| New | +$1.55M | 0.17% | 111 |
|
|
2022
Q2 | $2.49M | Buy |
+26,206
| New | +$2.49M | 0.3% | 81 |
|
|
2022
Q1 | – | Sell |
-14,669
| Closed | -$2.34M | – | 353 |
|
|
2021
Q4 | $2.34M | Buy |
14,669
+1,308
| +10% | +$209K | 0.24% | 96 |
|
|
2021
Q3 | $1.74M | Buy |
13,361
+5,671
| +74% | +$737K | 0.18% | 121 |
|
|
2021
Q2 | $1M | Buy |
7,690
+1,552
| +25% | +$202K | 0.11% | 156 |
|
|
2021
Q1 | $698K | Buy |
6,138
+1,189
| +24% | +$135K | 0.09% | 173 |
|
|
2020
Q4 | $422K | Buy |
4,949
+1,003
| +25% | +$85.5K | 0.07% | 193 |
|
|
2020
Q3 | $255K | Buy |
3,946
+553
| +16% | +$35.7K | 0.05% | 217 |
|
|
2020
Q2 | $232K | Buy |
+3,393
| New | +$232K | 0.06% | 224 |
|
|
2019
Q2 | – | Sell |
-279
| Closed | -$51K | – | 678 |
|
|
2019
Q1 | $51K | Buy |
+279
| New | +$51K | 0.02% | 359 |
|
|
2018
Q3 | – | Sell |
-279
| Closed | -$47K | – | 656 |
|
|
2018
Q2 | $47K | Buy |
+279
| New | +$47K | 0.02% | 399 |
|
|
2018
Q1 | – | Sell |
-279
| Closed | -$48K | – | 655 |
|
|
2017
Q4 | $48K | Buy |
+279
| New | +$48K | 0.02% | 428 |
|