J.P. Morgan Private Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $69.4M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $76.7M | Sell |
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|
2022
Q4 | $81.6M | Sell |
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|
2022
Q3 | $63.6M | Buy |
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|
2022
Q2 | $60.2M | Buy |
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|
2022
Q1 | $69.7M | Buy |
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|
2021
Q4 | $81.6M | Buy |
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|
2021
Q3 | $59.5M | Buy |
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|
2021
Q2 | $54.7M | Buy |
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|
2021
Q1 | $36.8M | Sell |
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|
2020
Q4 | $32.7M | Buy |
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|
2020
Q3 | $18.5M | Buy |
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|
2020
Q2 | $16.9M | Buy |
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|
2020
Q1 | $10.8M | Buy |
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|
2019
Q4 | $24.2M | Buy |
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|
2019
Q3 | $21.2M | Buy |
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|
2019
Q2 | $18.7M | Sell |
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|
2019
Q1 | $22.6M | Buy |
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|
2018
Q4 | $17.7M | Sell |
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|
2018
Q3 | $20.7M | Buy |
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|
2018
Q2 | $19.1M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $220K | Buy |
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