Liberty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-28
| Closed | -$4K | – | 965 |
|
|
2021
Q3 | $4K | Buy |
28
+7
| +33% | +$1K | ﹤0.01% | 985 |
|
|
2021
Q2 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 880 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$1K | – | 1043 |
|
|
2020
Q4 | $1K | Buy |
20
+6
| +43% | +$300 | ﹤0.01% | 904 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 830 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 814 |
|
|
2020
Q1 | $1K | Sell |
14
-5
| -26% | -$357 | ﹤0.01% | 837 |
|
|
2019
Q4 | $3K | Buy |
19
+5
| +36% | +$789 | ﹤0.01% | 741 |
|
|
2019
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 754 |
|