Meridian Wealth Partners’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-465
| Closed | -$53K | – | 1078 |
|
|
2021
Q1 | $53K | Buy |
465
+115
| +33% | +$13.1K | 0.02% | 153 |
|
|
2020
Q4 | $30K | Sell |
350
-150
| -30% | -$12.9K | 0.01% | 174 |
|
|
2020
Q3 | $32K | Hold |
500
| – | – | 0.02% | 158 |
|
|
2020
Q2 | $34K | Buy |
+500
| New | +$34K | 0.02% | 153 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$52K | – | 213 |
|
|
2019
Q4 | $52K | Buy |
+350
| New | +$52K | 0.03% | 131 |
|