Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.7M | Hold |
15,720
| – | – | 0.36% | 78 |
|
|
2023
Q2 | $1.82M | Buy |
15,720
+45
| +0.3% | +$5.2K | 0.37% | 76 |
|
|
2023
Q1 | $1.76M | Buy |
15,675
+415
| +3% | +$46.5K | 0.38% | 77 |
|
|
2022
Q4 | $1.79M | Buy |
15,260
+3,900
| +34% | +$458K | 0.41% | 75 |
|
|
2022
Q3 | $1.02M | Buy |
11,360
+4,155
| +58% | +$373K | 0.25% | 82 |
|
|
2022
Q2 | $684K | Buy |
7,205
+1,500
| +26% | +$142K | 0.17% | 100 |
|
|
2022
Q1 | $751K | Hold |
5,705
| – | – | 0.16% | 101 |
|
|
2021
Q4 | $911K | Sell |
5,705
-65
| -1% | -$10.4K | 0.18% | 90 |
|
|
2021
Q3 | $750K | Sell |
5,770
-11,035
| -66% | -$1.43M | 0.16% | 95 |
|
|
2021
Q2 | $2.19M | Hold |
16,805
| – | – | 0.48% | 55 |
|
|
2021
Q1 | $1.91M | Buy |
16,805
+40
| +0.2% | +$4.55K | 0.47% | 55 |
|
|
2020
Q4 | $1.43M | Buy |
16,765
+6,720
| +67% | +$573K | 0.38% | 56 |
|
|
2020
Q3 | $650K | Buy |
+10,045
| New | +$650K | 0.19% | 82 |
|