PWAG
Polaris Wealth Advisory Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-82,709
| Closed | -$10.4M | – | 173 |
|
|
2022
Q1 | $10.4M | Sell |
82,709
-64,767
| -44% | -$8.13M | 0.69% | 45 |
|
|
2021
Q4 | $23.6M | Buy |
147,476
+49,357
| +50% | +$7.89M | 1.35% | 32 |
|
|
2021
Q3 | $13.1M | Sell |
98,119
-193,873
| -66% | -$26M | 0.79% | 43 |
|
|
2021
Q2 | $38.4M | Buy |
291,992
+10,120
| +4% | +$1.33M | 2.28% | 11 |
|
|
2021
Q1 | $32.7M | Buy |
281,872
+27,373
| +11% | +$3.17M | 2.09% | 10 |
|
|
2020
Q4 | $22M | Buy |
+254,499
| New | +$22M | 1.64% | 18 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$31K | – | 538 |
|
|
2018
Q2 | $31K | Hold |
200
| – | – | ﹤0.01% | 152 |
|
|
2018
Q1 | $31K | Buy |
+200
| New | +$31K | ﹤0.01% | 262 |
|