Mount Yale Investment Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
+649
| New | +$104K | 0.01% | 650 |
|
|
2024
Q1 | – | Sell |
-51,079
| Closed | -$7.29M | – | 560 |
|
|
2023
Q4 | $7.29M | Sell |
51,079
-5,348
| -9% | -$763K | 0.69% | 15 |
|
|
2023
Q3 | $6.1M | Sell |
56,427
-3,151
| -5% | -$340K | 0.66% | 21 |
|
|
2023
Q2 | $6.88M | Sell |
59,578
-1,671
| -3% | -$193K | 0.73% | 21 |
|
|
2023
Q1 | $6.86M | Buy |
61,249
+433
| +0.7% | +$48.5K | 0.77% | 18 |
|
|
2022
Q4 | $7.14M | Buy |
60,816
+186
| +0.3% | +$21.9K | 0.81% | 20 |
|
|
2022
Q3 | $5.44M | Buy |
60,630
+2,500
| +4% | +$224K | 0.72% | 25 |
|
|
2022
Q2 | $5.52M | Buy |
58,130
+9,892
| +21% | +$939K | 0.7% | 30 |
|
|
2022
Q1 | $6.35M | Sell |
48,238
-1,830
| -4% | -$241K | 0.69% | 25 |
|
|
2021
Q4 | $8M | Sell |
50,068
-2,012
| -4% | -$321K | 0.83% | 14 |
|
|
2021
Q3 | $6.77M | Sell |
52,080
-1,629
| -3% | -$212K | 0.78% | 22 |
|
|
2021
Q2 | $7.01M | Sell |
53,709
-5,710
| -10% | -$745K | 0.85% | 23 |
|
|
2021
Q1 | $6.76M | Sell |
59,419
-6,055
| -9% | -$689K | 0.88% | 20 |
|
|
2020
Q4 | $5.58M | Sell |
65,474
-8,532
| -12% | -$728K | 0.78% | 23 |
|
|
2020
Q3 | $4.79M | Buy |
74,006
+417
| +0.6% | +$27K | 0.68% | 27 |
|
|
2020
Q2 | $5.03M | Buy |
73,589
+22,587
| +44% | +$1.54M | 0.9% | 22 |
|
|
2020
Q1 | $2.8M | Buy |
51,002
+1,126
| +2% | +$61.8K | 0.63% | 39 |
|
|
2019
Q4 | $6.64M | Buy |
49,876
+5,059
| +11% | +$674K | 1.15% | 25 |
|
|
2019
Q3 | $6.88M | Buy |
44,817
+3,716
| +9% | +$571K | 1.23% | 24 |
|
|
2019
Q2 | $6.31M | Buy |
41,101
+156
| +0.4% | +$24K | 1.16% | 26 |
|
|
2019
Q1 | $7.46M | Buy |
40,945
+668
| +2% | +$122K | 1.4% | 17 |
|
|
2018
Q4 | $7.46M | Sell |
40,277
-4,515
| -10% | -$837K | 1.52% | 13 |
|
|
2018
Q3 | $8.39M | Buy |
44,792
+2,343
| +6% | +$439K | 1.46% | 8 |
|
|
2018
Q2 | $7.22M | Buy |
42,449
+1,961
| +5% | +$334K | 1.37% | 13 |
|
|
2018
Q1 | $6.25M | Buy |
+40,488
| New | +$6.25M | 1.34% | 18 |
|