Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.7M | Hold |
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|
2023
Q2 | $1.82M | Buy |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $684K | Buy |
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|
2022
Q1 | $751K | Hold |
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|
2021
Q4 | $911K | Sell |
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|
2021
Q3 | $750K | Sell |
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|
2021
Q2 | $2.19M | Hold |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $650K | Buy |
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