Joseph P. Lucia & Associates’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-175
Closed -$23K 492
2021
Q3
$23K Hold
175
0.01% 293
2021
Q2
$23K Hold
175
0.01% 307
2021
Q1
$20K Buy
+175
New +$20K 0.01% 294