MAWCM
Mine & Arao Wealth Creation & Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-241
| Closed | -$37.7K | – | 312 |
|
|
2024
Q1 | $37.7K | Buy |
241
+5
| +2% | +$783 | 0.02% | 158 |
|
|
2023
Q4 | $33.7K | Buy |
236
+4
| +2% | +$571 | 0.02% | 159 |
|
|
2023
Q3 | $25.1K | Buy |
232
+4
| +2% | +$432 | 0.02% | 171 |
|
|
2023
Q2 | $26.4K | Sell |
228
-95
| -29% | -$11K | 0.02% | 175 |
|
|
2023
Q1 | $36.2K | Buy |
323
+5
| +2% | +$560 | 0.02% | 157 |
|
|
2022
Q4 | $37.4K | Buy |
318
+6
| +2% | +$706 | 0.03% | 149 |
|
|
2022
Q3 | $28K | Buy |
312
+5
| +2% | +$449 | 0.02% | 159 |
|
|
2022
Q2 | $29K | Buy |
307
+4
| +1% | +$378 | 0.02% | 168 |
|
|
2022
Q1 | $40K | Buy |
303
+3
| +1% | +$396 | 0.02% | 160 |
|
|
2021
Q4 | $48K | Sell |
300
-56
| -16% | -$8.96K | 0.03% | 149 |
|
|
2021
Q3 | $46K | Hold |
356
| – | – | 0.03% | 147 |
|
|
2021
Q2 | $46K | Hold |
356
| – | – | 0.03% | 149 |
|
|
2021
Q1 | $41K | Hold |
356
| – | – | 0.03% | 146 |
|
|
2020
Q4 | $30K | Hold |
356
| – | – | 0.02% | 155 |
|
|
2020
Q3 | $23K | Sell |
356
-250
| -41% | -$16.2K | 0.02% | 158 |
|
|
2020
Q2 | $41K | Hold |
606
| – | – | 0.04% | 123 |
|
|
2020
Q1 | $33K | Hold |
606
| – | – | 0.04% | 127 |
|
|
2019
Q4 | $90K | Buy |
+606
| New | +$90K | 0.08% | 91 |
|