SIA
Sage Investment Advisers’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $491K | Buy |
2,907
+4
| +0.1% | +$676 | 0.51% | 44 |
|
|
2024
Q2 | $441K | Buy |
2,903
+7
| +0.2% | +$1.06K | 0.5% | 43 |
|
|
2024
Q1 | $453K | Sell |
2,896
-34
| -1% | -$5.32K | 0.52% | 43 |
|
|
2023
Q4 | $418K | Sell |
2,930
-481
| -14% | -$68.6K | 0.51% | 43 |
|
|
2023
Q3 | $369K | Hold |
3,411
| – | – | 0.51% | 41 |
|
|
2023
Q2 | $394K | Sell |
3,411
-446
| -12% | -$51.5K | 0.53% | 39 |
|
|
2023
Q1 | $432K | Buy |
3,857
+9
| +0.2% | +$1.01K | 0.58% | 39 |
|
|
2022
Q4 | $452K | Buy |
3,848
+109
| +3% | +$12.8K | 0.64% | 38 |
|
|
2022
Q3 | $336K | Buy |
3,739
+211
| +6% | +$19K | 0.53% | 44 |
|
|
2022
Q2 | $335K | Buy |
3,528
+324
| +10% | +$30.8K | 0.52% | 46 |
|
|
2022
Q1 | $421K | Buy |
3,204
+144
| +5% | +$18.9K | 0.56% | 45 |
|
|
2021
Q4 | $489K | Buy |
+3,060
| New | +$489K | 0.63% | 40 |
|