RMR Wealth Builders’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,266
| Closed | -$359K | – | 260 |
|
|
2024
Q1 | $359K | Sell |
2,266
-104
| -4% | -$16.5K | 0.04% | 188 |
|
|
2023
Q4 | $338K | Buy |
2,370
+27
| +1% | +$3.85K | 0.05% | 181 |
|
|
2023
Q3 | $253K | Sell |
2,343
-140
| -6% | -$15.1K | 0.04% | 202 |
|
|
2023
Q2 | $287K | Buy |
2,483
+7
| +0.3% | +$808 | 0.05% | 171 |
|
|
2023
Q1 | $277K | Sell |
2,476
-65
| -3% | -$7.28K | 0.05% | 170 |
|
|
2022
Q4 | $298K | Buy |
2,541
+37
| +1% | +$4.35K | 0.07% | 139 |
|
|
2022
Q3 | $225K | Buy |
2,504
+45
| +2% | +$4.04K | 0.06% | 170 |
|
|
2022
Q2 | $233K | Sell |
2,459
-1,560
| -39% | -$148K | 0.06% | 166 |
|
|
2022
Q1 | $529K | Buy |
4,019
+1,583
| +65% | +$208K | 0.11% | 115 |
|
|
2021
Q4 | $389K | Sell |
2,436
-1,286
| -35% | -$205K | 0.11% | 81 |
|
|
2021
Q3 | $484K | Buy |
3,722
+45
| +1% | +$5.85K | 0.14% | 103 |
|
|
2021
Q2 | $480K | Sell |
3,677
-66
| -2% | -$8.62K | 0.16% | 98 |
|
|
2021
Q1 | $426K | Buy |
3,743
+2,008
| +116% | +$229K | 0.11% | 110 |
|
|
2020
Q4 | $148K | Sell |
1,735
-1,829
| -51% | -$156K | 0.07% | 177 |
|
|
2020
Q3 | $230K | Buy |
3,564
+1,942
| +120% | +$125K | 0.06% | 185 |
|
|
2020
Q2 | $111K | Buy |
+1,622
| New | +$111K | 0.1% | 162 |
|
|
2019
Q4 | $248K | Buy |
+1,665
| New | +$248K | 0.24% | 95 |
|