Laidlaw 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
Q2
Sell
-1,999
Closed -$224K 372
2023
Q1
$224K Buy
+1,999
New +$224K 0.05% 310
2022
Q1
Sell
-1,982
Closed -$317K 424
2021
Q4
$317K Buy
+1,982
New +$317K 0.05% 296