MSA
Marino Stram & Associates’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
6,331
+156
| +3% | +$25.1K | 0.21% | 82 |
|
|
2025
Q1 | $1.03M | Buy |
6,175
+6
| +0.1% | +$997 | 0.23% | 74 |
|
|
2024
Q4 | $1.06M | Sell |
6,169
-1
| -0% | -$172 | 0.24% | 70 |
|
|
2024
Q3 | $1.04M | Hold |
6,170
| – | – | 0.23% | 71 |
|
|
2024
Q2 | $937K | Sell |
6,170
-125
| -2% | -$19K | 0.23% | 73 |
|
|
2024
Q1 | $985K | Buy |
6,295
+93
| +1% | +$14.6K | 0.23% | 72 |
|
|
2023
Q4 | $885K | Buy |
6,202
+170
| +3% | +$24.2K | 0.23% | 69 |
|
|
2023
Q3 | $652K | Buy |
6,032
+113
| +2% | +$12.2K | 0.19% | 83 |
|
|
2023
Q2 | $683K | Sell |
5,919
-195
| -3% | -$22.5K | 0.19% | 79 |
|
|
2023
Q1 | $685K | Buy |
6,114
+459
| +8% | +$51.4K | 0.21% | 76 |
|
|
2022
Q4 | $664K | Buy |
5,655
+229
| +4% | +$26.9K | 0.21% | 77 |
|
|
2022
Q3 | $487K | Buy |
5,426
+53
| +1% | +$4.76K | 0.18% | 89 |
|
|
2022
Q2 | $510K | Buy |
5,373
+410
| +8% | +$38.9K | 0.18% | 92 |
|
|
2022
Q1 | $653K | Buy |
4,963
+51
| +1% | +$6.71K | 0.21% | 81 |
|
|
2021
Q4 | $785K | Buy |
4,912
+322
| +7% | +$51.5K | 0.24% | 69 |
|
|
2021
Q3 | $597K | Buy |
+4,590
| New | +$597K | 0.21% | 78 |
|
|
2021
Q2 | – | Sell |
-3,416
| Closed | -$389K | – | 297 |
|
|
2021
Q1 | $389K | Buy |
3,416
+1,050
| +44% | +$120K | 0.15% | 98 |
|
|
2020
Q4 | $202K | Buy |
+2,366
| New | +$202K | 0.09% | 122 |
|
|
2019
Q2 | – | Sell |
-178
| Closed | -$32K | – | 484 |
|
|
2019
Q1 | $32K | Buy |
+178
| New | +$32K | 0.02% | 202 |
|