MBL Wealth’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,193
| Closed | -$788K | – | 215 |
|
|
2024
Q2 | $788K | Sell |
5,193
-2,033
| -28% | -$309K | 0.09% | 101 |
|
|
2024
Q1 | $1.13M | Sell |
7,226
-2,985
| -29% | -$467K | 0.13% | 76 |
|
|
2023
Q4 | $1.46M | Buy |
10,211
+110
| +1% | +$15.7K | 0.18% | 65 |
|
|
2023
Q3 | $1.09M | Buy |
10,101
+20
| +0.2% | +$2.16K | 0.15% | 67 |
|
|
2023
Q2 | $1.16M | Sell |
10,081
-20
| -0.2% | -$2.31K | 0.16% | 65 |
|
|
2023
Q1 | $1.13M | Buy |
10,101
+103
| +1% | +$11.5K | 0.18% | 61 |
|
|
2022
Q4 | $1.18M | Hold |
9,998
| – | – | 0.22% | 61 |
|
|
2022
Q3 | $897K | Buy |
+9,998
| New | +$897K | 0.19% | 70 |
|
|
2022
Q2 | – | Sell |
-2,240
| Closed | -$295K | – | 171 |
|
|
2022
Q1 | $295K | Buy |
+2,240
| New | +$295K | 0.07% | 134 |
|