Iron Horse Wealth Management’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
Q4 | – | Sell |
-150
| Closed | -$16.2K | – | 519 |
|
|
2023
Q3 | $16.2K | Hold |
150
| – | – | 0.01% | 133 |
|
|
2023
Q2 | $17.3K | Hold |
150
| – | – | 0.01% | 118 |
|
|
2023
Q1 | $16.8K | Hold |
150
| – | – | 0.01% | 121 |
|
|
2022
Q4 | $18K | Hold |
150
| – | – | 0.01% | 112 |
|
|
2022
Q3 | $13K | Hold |
150
| – | – | 0.02% | 83 |
|
|
2022
Q2 | $14K | Buy |
150
+50
| +50% | +$4.67K | 0.01% | 114 |
|
|
2022
Q1 | $13K | Buy |
+100
| New | +$13K | 0.01% | 122 |
|