MLA
My Legacy Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,850
| Closed | -$225K | – | 219 |
|
|
2023
Q2 | $225K | Buy |
1,850
+20
| +1% | +$2.44K | 0.09% | 200 |
|
|
2023
Q1 | $201K | Buy |
1,830
+91
| +5% | +$9.97K | 0.09% | 203 |
|
|
2022
Q4 | $226K | Buy |
+1,739
| New | +$226K | 0.1% | 197 |
|
|
2022
Q2 | – | Sell |
-1,529
| Closed | -$201K | – | 210 |
|
|
2022
Q1 | $201K | Buy |
+1,529
| New | +$201K | 0.09% | 179 |
|