Legacy Capital Partners’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
$669K Hold
5,085
0.22% 90
2021
Q4
$812K Buy
5,085
+915
+22% +$146K 0.26% 82
2021
Q3
$542K Hold
4,170
0.2% 99
2021
Q2
$544K Buy
4,170
+1,215
+41% +$159K 0.19% 97
2021
Q1
$336K Buy
+2,955
New +$336K 0.13% 112