Lee Financial’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-506
| Closed | -$72.2K | – | 721 |
|
|
2023
Q4 | $72.2K | Buy |
506
+453
| +855% | +$64.6K | 0.01% | 201 |
|
|
2023
Q3 | $5.73K | Hold |
53
| – | – | ﹤0.01% | 498 |
|
|
2023
Q2 | $6.12K | Sell |
53
-27
| -34% | -$3.12K | ﹤0.01% | 477 |
|
|
2023
Q1 | $8.96K | Sell |
80
-6
| -7% | -$672 | ﹤0.01% | 440 |
|
|
2022
Q4 | $10.1K | Sell |
86
-24
| -22% | -$2.82K | ﹤0.01% | 461 |
|
|
2022
Q3 | $10K | Buy |
110
+55
| +100% | +$5K | ﹤0.01% | 440 |
|
|
2022
Q2 | $5K | Sell |
55
-59
| -52% | -$5.36K | ﹤0.01% | 565 |
|
|
2022
Q1 | $15K | Sell |
114
-35
| -23% | -$4.61K | ﹤0.01% | 382 |
|
|
2021
Q4 | $24K | Hold |
149
| – | – | ﹤0.01% | 344 |
|
|
2021
Q3 | $19K | Buy |
149
+81
| +119% | +$10.3K | ﹤0.01% | 342 |
|
|
2021
Q2 | $9K | Buy |
+68
| New | +$9K | ﹤0.01% | 426 |
|
|
2018
Q3 | – | Sell |
-97
| Closed | -$17K | – | 684 |
|
|
2018
Q2 | $17K | Sell |
97
-2
| -2% | -$351 | ﹤0.01% | 380 |
|
|
2018
Q1 | $15K | Buy |
+99
| New | +$15K | ﹤0.01% | 405 |
|