Intersect Capital’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,050
| Closed | -$1.59M | – | 437 |
|
|
2022
Q1 | $1.59M | Sell |
12,050
-1,047
| -8% | -$138K | 0.3% | 63 |
|
|
2021
Q4 | $2.09M | Buy |
13,097
+3,143
| +32% | +$502K | 0.39% | 53 |
|
|
2021
Q3 | $1.29M | Buy |
9,954
+3,972
| +66% | +$516K | 0.22% | 88 |
|
|
2021
Q2 | $781K | Buy |
5,982
+590
| +11% | +$77K | 0.14% | 124 |
|
|
2021
Q1 | $613K | Buy |
5,392
+294
| +6% | +$33.4K | 0.12% | 134 |
|
|
2020
Q4 | $435K | Buy |
+5,098
| New | +$435K | 0.1% | 164 |
|