Laurel Wealth Advisors (California)’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
Q4 | $413K | Hold |
3,514
| – | – | 0.04% | 403 |
|
|
2022
Q3 | $315K | Buy |
3,514
+247
| +8% | +$22.1K | 0.03% | 472 |
|
|
2022
Q2 | $310K | Sell |
3,267
-490
| -13% | -$46.5K | 0.03% | 484 |
|
|
2022
Q1 | $494K | Buy |
3,757
+22
| +0.6% | +$2.89K | 0.04% | 414 |
|
|
2021
Q4 | $597K | Buy |
3,735
+552
| +17% | +$88.2K | 0.05% | 388 |
|
|
2021
Q3 | $414K | Buy |
3,183
+234
| +8% | +$30.4K | 0.08% | 274 |
|
|
2021
Q2 | $384K | Buy |
2,949
+777
| +36% | +$101K | 0.05% | 337 |
|
|
2021
Q1 | $247K | Buy |
+2,172
| New | +$247K | 0.04% | 396 |
|