Kore Private Wealth’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
Q1 | – | Sell |
-1,982
| Closed | -$317K | – | 333 |
|
|
2021
Q4 | $317K | Sell |
1,982
-1,280
| -39% | -$205K | 0.04% | 232 |
|
|
2021
Q3 | $424K | Buy |
3,262
+326
| +11% | +$42.4K | 0.04% | 262 |
|
|
2021
Q2 | $383K | Sell |
2,936
-220
| -7% | -$28.7K | 0.04% | 266 |
|
|
2021
Q1 | $359K | Buy |
+3,156
| New | +$359K | 0.05% | 239 |
|
|
2020
Q3 | – | Sell |
-834
| Closed | -$57K | – | 958 |
|
|
2020
Q2 | $57K | Sell |
834
-73
| -8% | -$4.99K | 0.01% | 431 |
|
|
2020
Q1 | $50K | Buy |
907
+90
| +11% | +$4.96K | 0.01% | 416 |
|
|
2019
Q4 | $122K | Buy |
+817
| New | +$122K | 0.02% | 329 |
|
|
2019
Q2 | – | Sell |
-817
| Closed | -$149K | – | 699 |
|
|
2019
Q1 | $149K | Sell |
817
-9
| -1% | -$1.64K | 0.03% | 242 |
|
|
2018
Q4 | $139K | Buy |
+826
| New | +$139K | 0.04% | 247 |
|