Operose 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$16.9K | – | 610 |
|
|
2024
Q3 | $16.9K | Sell |
100
-110
| -52% | -$18.6K | 0.01% | 420 |
|
|
2024
Q2 | $31.9K | Hold |
210
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $32.9K | Hold |
210
| – | – | 0.01% | 300 |
|
|
2023
Q4 | $30K | Sell |
210
-675
| -76% | -$96.3K | 0.01% | 291 |
|
|
2023
Q3 | $95.6K | Buy |
885
+775
| +705% | +$83.7K | 0.04% | 218 |
|
|
2023
Q2 | $12.7K | Hold |
110
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $12.3K | Hold |
110
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $12.9K | Hold |
110
| – | – | 0.01% | 257 |
|
|
2022
Q3 | $10K | Hold |
110
| – | – | 0.01% | 264 |
|
|
2022
Q2 | $10K | Hold |
110
| – | – | 0.01% | 238 |
|
|
2022
Q1 | $14K | Buy |
+110
| New | +$14K | 0.01% | 239 |
|