M Holdings Securities’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 |
-3,365
| Closed | -$389K | – | 265 |
|
|
2023
Q2 | $389K | Sell |
3,365
-4,618
| -58% | -$534K | 0.08% | 92 |
|
|
2023
Q1 | $894K | Sell |
7,983
-488
| -6% | -$54.7K | 0.09% | 121 |
|
|
2022
Q4 | $995K | Buy |
8,471
+3,435
| +68% | +$403K | 0.1% | 158 |
|
|
2022
Q3 | $452K | Buy |
5,036
+2,121
| +73% | +$190K | 0.05% | 260 |
|
|
2022
Q2 | $277K | Sell |
2,915
-99
| -3% | -$9.41K | 0.03% | 355 |
|
|
2022
Q1 | $397K | Buy |
+3,014
| New | +$397K | 0.03% | 340 |
|
|
2016
Q4 | – | Sell |
-978
| Closed | -$202K | – | 271 |
|
|
2016
Q3 | $202K | Buy |
+978
| New | +$202K | 0.09% | 242 |
|
|
2014
Q4 | – | Sell |
-7,500
| Closed | -$75K | – | 396 |
|
|
2014
Q3 | $75K | Buy |
+7,500
| New | +$75K | 0.04% | 333 |
|