Liberty One Investment Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-102
| Closed | -$11.8K | – | 167 |
|
|
2023
Q2 | $11.8K | Buy |
102
+3
| +3% | +$347 | ﹤0.01% | 140 |
|
|
2023
Q1 | $11.1K | Buy |
99
+1
| +1% | +$112 | ﹤0.01% | 141 |
|
|
2022
Q4 | $11.5K | Buy |
98
+2
| +2% | +$234 | ﹤0.01% | 140 |
|
|
2022
Q3 | $9K | Sell |
96
-3,496
| -97% | -$328K | ﹤0.01% | 145 |
|
|
2022
Q2 | $469K | Buy |
3,592
+3,499
| +3,762% | +$457K | 0.08% | 109 |
|
|
2022
Q1 | $12K | Sell |
93
-1,716
| -95% | -$221K | ﹤0.01% | 143 |
|
|
2021
Q4 | $289K | Sell |
1,809
-1,691
| -48% | -$270K | 0.04% | 115 |
|
|
2021
Q3 | $455K | Sell |
3,500
-92
| -3% | -$12K | 0.08% | 110 |
|
|
2021
Q2 | $469K | Buy |
3,592
+737
| +26% | +$96.2K | 0.08% | 110 |
|
|
2021
Q1 | $325K | Buy |
2,855
+1,058
| +59% | +$120K | 0.06% | 110 |
|
|
2020
Q4 | $153K | Buy |
+1,797
| New | +$153K | 0.03% | 111 |
|