PAM
Peak Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,644
| Closed | -$2.23M | – | 149 |
|
|
2023
Q4 | $2.23M | Buy |
15,644
+26
| +0.2% | +$3.71K | 0.49% | 46 |
|
|
2023
Q3 | $1.69M | Buy |
15,618
+86
| +0.6% | +$9.29K | 0.41% | 60 |
|
|
2023
Q2 | $1.79M | Sell |
15,532
-840
| -5% | -$97K | 0.41% | 55 |
|
|
2023
Q1 | $1.83M | Buy |
16,372
+306
| +2% | +$34.3K | 0.45% | 49 |
|
|
2022
Q4 | $1.89M | Buy |
16,066
+89
| +0.6% | +$10.5K | 0.49% | 44 |
|
|
2022
Q3 | $1.43M | Buy |
15,977
+1,865
| +13% | +$167K | 0.41% | 54 |
|
|
2022
Q2 | $1.34M | Buy |
14,112
+1,175
| +9% | +$112K | 0.37% | 57 |
|
|
2022
Q1 | $1.7M | Buy |
12,937
+922
| +8% | +$121K | 0.4% | 49 |
|
|
2021
Q4 | $1.92M | Sell |
12,015
-57
| -0.5% | -$9.11K | 0.44% | 44 |
|
|
2021
Q3 | $1.57M | Buy |
12,072
+116
| +1% | +$15.1K | 0.39% | 47 |
|
|
2021
Q2 | $1.56M | Buy |
11,956
+1,437
| +14% | +$187K | 0.39% | 45 |
|
|
2021
Q1 | $1.2M | Buy |
10,519
+4,269
| +68% | +$486K | 0.29% | 63 |
|
|
2020
Q4 | $533K | Buy |
+6,250
| New | +$533K | 0.14% | 90 |
|