Minot 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
2022
Q2
Sell
-2,028
Closed -$267K 211
2022
Q1
$267K Sell
2,028
-95
-4% -$12.5K 0.06% 167
2021
Q4
$339K Buy
2,123
+84
+4% +$13.4K 0.07% 153
2021
Q3
$265K Buy
+2,039
New +$265K 0.06% 169