Monetary Management Group’s Simon Property Group SPG Stock Holding History

Monetary Management Group’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$768K	Hold	4,775	–	–	0.19%	108
2025 Q1	$793K	Hold	4,775	–	–	0.21%	104
2024 Q4	$822K	Hold	4,775	–	–	0.21%	94
2024 Q3	$807K	Hold	4,775	–	–	0.21%	99
2024 Q2	$725K	Sell	4,775 -16	-0.3%	-$2.43K	0.19%	107
2024 Q1	$750K	Sell	4,791 -334	-7%	-$52.3K	0.21%	105
2023 Q4	$731K	Hold	5,125	–	–	0.23%	101
2023 Q3	$554K	Sell	5,125 -125	-2%	-$13.5K	0.18%	118
2023 Q2	$606K	Hold	5,250	–	–	0.19%	114
2023 Q1	$588K	Hold	5,250	–	–	0.17%	121
2022 Q4	$617K	Sell	5,250 -625	-11%	-$73.4K	0.19%	112
2022 Q3	$527K	Hold	5,875	–	–	0.17%	117
2022 Q2	$558K	Buy	5,875 +125	+2%	+$11.9K	0.17%	111
2022 Q1	$756K	Hold	5,750	–	–	0.2%	100
2021 Q4	$919K	Buy	5,750 +1,000	+21%	+$160K	0.23%	90
2021 Q3	$617K	Buy	4,750 +1,250	+36%	+$162K	0.17%	109
2021 Q2	$457K	Sell	3,500 -500	-13%	-$65.3K	0.14%	125
2021 Q1	$455K	Hold	4,000	–	–	0.14%	119
2020 Q4	$341K	Buy	4,000 +125	+3%	+$10.7K	0.11%	133
2020 Q3	$251K	Buy	+3,875	New	+$251K	0.09%	140
2019 Q4	–	Sell	-105	Closed	-$16K	–	304
2019 Q3	$16K	Hold	105	–	–	0.01%	275
2019 Q2	$17K	Hold	105	–	–	0.01%	276
2019 Q1	$19K	Hold	105	–	–	0.01%	270
2018 Q4	$18K	Hold	105	–	–	0.01%	264
2018 Q3	$19K	Hold	105	–	–	0.01%	280
2018 Q2	$18K	Hold	105	–	–	0.01%	284
2018 Q1	$16K	Hold	105	–	–	0.01%	286
2017 Q4	$18K	Hold	105	–	–	0.01%	279
2017 Q3	$17K	Hold	105	–	–	0.01%	274
2017 Q2	$17K	Hold	105	–	–	0.01%	274
2017 Q1	$18K	Sell	105 -2,815	-96%	-$483K	0.01%	271
2016 Q4	$519K	Buy	2,920 +2,815	+2,681%	+$500K	0.24%	87
2016 Q3	$22K	Hold	105	–	–	0.01%	267
2016 Q2	$23K	Hold	105	–	–	0.01%	266
2016 Q1	$22K	Hold	105	–	–	0.01%	265
2015 Q4	$20K	Hold	105	–	–	0.01%	277
2015 Q3	$19K	Hold	105	–	–	0.01%	283
2015 Q2	$18K	Hold	105	–	–	0.01%	308
2015 Q1	$21K	Hold	105	–	–	0.01%	320
2014 Q4	$19K	Hold	105	–	–	0.01%	325
2014 Q3	$17K	Hold	105	–	–	0.01%	326
2014 Q2	$17K	Buy	+105	New	+$17K	0.01%	328