IAP
Indie Asset Partners’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,908
| Closed | -$329K | – | 115 |
|
|
2024
Q4 | $329K | Buy |
1,908
+9
| +0.5% | +$1.55K | 0.26% | 65 |
|
|
2024
Q3 | $321K | Buy |
1,899
+8
| +0.4% | +$1.35K | 0.24% | 68 |
|
|
2024
Q2 | $287K | Buy |
1,891
+429
| +29% | +$65.1K | 0.23% | 72 |
|
|
2024
Q1 | $229K | Buy |
1,462
+39
| +3% | +$6.1K | 0.2% | 76 |
|
|
2023
Q4 | $203K | Buy |
+1,423
| New | +$203K | 0.18% | 78 |
|
|
2022
Q2 | – | Sell |
-1,573
| Closed | -$207K | – | 123 |
|
|
2022
Q1 | $207K | Buy |
1,573
+35
| +2% | +$4.61K | 0.16% | 121 |
|
|
2021
Q4 | $246K | Buy |
+1,538
| New | +$246K | 0.18% | 113 |
|
|
2021
Q3 | – | Sell |
-1,538
| Closed | -$201K | – | 131 |
|
|
2021
Q2 | $201K | Buy |
+1,538
| New | +$201K | 0.16% | 122 |
|
|
2020
Q1 | – | Sell |
-1,538
| Closed | -$229K | – | 96 |
|
|
2019
Q4 | $229K | Buy |
+1,538
| New | +$229K | 0.24% | 76 |
|