RMR Wealth Builders’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $529K | Buy |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $484K | Buy |
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|
2021
Q2 | $480K | Sell |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $148K | Sell |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | $111K | Buy |
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|
2019
Q4 | $248K | Buy |
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