Lenox Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Sell |
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|
2020
Q4 | $0 | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $50K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $4K | Sell |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $4K | Buy |
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