JT Stratford LLC’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 |
-6,559
| Closed | -$863K | – | 229 |
|
|
2022
Q1 | $863K | Buy |
6,559
+237
| +4% | +$31.2K | 0.25% | 86 |
|
|
2021
Q4 | $1.01M | Sell |
6,322
-713
| -10% | -$114K | 0.28% | 85 |
|
|
2021
Q3 | $914K | Sell |
7,035
-5,480
| -44% | -$712K | 0.28% | 83 |
|
|
2021
Q2 | $1.63M | Buy |
12,515
+228
| +2% | +$29.8K | 0.52% | 51 |
|
|
2021
Q1 | $1.4M | Sell |
12,287
-2,440
| -17% | -$278K | 0.49% | 56 |
|
|
2020
Q4 | $1.26M | Buy |
14,727
+317
| +2% | +$27K | 0.47% | 58 |
|
|
2020
Q3 | $932K | Buy |
+14,410
| New | +$932K | 0.4% | 63 |
|
|
2020
Q1 | – | Sell |
-2,455
| Closed | -$366K | – | 139 |
|
|
2019
Q4 | $366K | Buy |
2,455
+198
| +9% | +$29.5K | 0.17% | 103 |
|
|
2019
Q3 | $351K | Buy |
+2,257
| New | +$351K | 0.2% | 105 |
|