Lenox Wealth Advisors’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 | $2K | Sell |
15
-1
| -6% | -$133 | ﹤0.01% | 665 |
|
|
2021
Q4 | $3K | Buy |
16
+15
| +1,500% | +$2.81K | ﹤0.01% | 679 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 786 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 791 |
|
|
2021
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 753 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 670 |
|
|
2018
Q3 | – | Sell |
-294
| Closed | -$50K | – | 508 |
|
|
2018
Q2 | $50K | Buy |
+294
| New | +$50K | 0.01% | 133 |
|
|
2014
Q4 | – | Sell |
-25
| Closed | -$4K | – | 340 |
|
|
2014
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 250 |
|
|
2014
Q2 | $4K | Sell |
25
-2
| -7% | -$320 | ﹤0.01% | 173 |
|
|
2014
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 178 |
|
|
2013
Q4 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 257 |
|