Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,388
| Closed | -$222K | – | 460 |
|
|
2021
Q4 | $222K | Buy |
+1,388
| New | +$222K | 0.05% | 379 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$7K | – | 1228 |
|
|
2019
Q4 | $7K | Buy |
47
+1
| +2% | +$149 | ﹤0.01% | 1257 |
|
|
2019
Q3 | $7K | Sell |
46
-29
| -39% | -$4.41K | ﹤0.01% | 1235 |
|
|
2019
Q2 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 1091 |
|