Interchange Capital 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
Q2 | – | Sell |
-2,886
| Closed | -$321K | – | 208 |
|
|
2023
Q1 | $321K | Buy |
2,886
+759
| +36% | +$84.3K | 0.17% | 136 |
|
|
2022
Q4 | $250K | Sell |
2,127
-447
| -17% | -$52.5K | 0.25% | 95 |
|
|
2022
Q3 | $231K | Sell |
2,574
-1,293
| -33% | -$116K | 0.25% | 124 |
|
|
2022
Q2 | $367K | Buy |
3,867
+127
| +3% | +$12.1K | 0.41% | 70 |
|
|
2022
Q1 | $492K | Buy |
3,740
+180
| +5% | +$23.7K | 0.51% | 64 |
|
|
2021
Q4 | $568K | Buy |
+3,560
| New | +$568K | 0.57% | 51 |
|
|
2021
Q2 | – | Sell |
-1,944
| Closed | -$345K | – | 201 |
|
|
2021
Q1 | $345K | Buy |
1,944
+1,069
| +122% | +$190K | 0.19% | 159 |
|
|
2020
Q4 | $74K | Buy |
+875
| New | +$74K | 0.04% | 343 |
|