LFAS
Level Four Advisory Services’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,531
| Closed | -$201K | – | 644 |
|
|
2022
Q1 | $201K | Sell |
1,531
-2,101
| -58% | -$276K | 0.02% | 610 |
|
|
2021
Q4 | $580K | Buy |
3,632
+674
| +23% | +$108K | 0.04% | 352 |
|
|
2021
Q3 | $385K | Sell |
2,958
-91
| -3% | -$11.8K | 0.04% | 339 |
|
|
2021
Q2 | $398K | Buy |
3,049
+258
| +9% | +$33.7K | 0.03% | 465 |
|
|
2021
Q1 | $318K | Buy |
2,791
+230
| +9% | +$26.2K | 0.02% | 498 |
|
|
2020
Q4 | $218K | Buy |
+2,561
| New | +$218K | 0.02% | 542 |
|
|
2017
Q4 | – | Sell |
-1,487
| Closed | -$239K | – | 552 |
|
|
2017
Q3 | $239K | Buy |
1,487
+69
| +5% | +$11.1K | 0.02% | 461 |
|
|
2017
Q2 | $241K | Sell |
1,418
-89
| -6% | -$15.1K | 0.04% | 425 |
|
|
2017
Q1 | $257K | Sell |
1,507
-3,477
| -70% | -$593K | 0.03% | 448 |
|
|
2016
Q4 | $886K | Buy |
+4,984
| New | +$886K | 0.11% | 185 |
|