SWM
Selective Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-652
| Closed | -$59K | – | 637 |
|
|
2022
Q3 | $59K | Sell |
652
-149
| -19% | -$13.5K | 0.03% | 277 |
|
|
2022
Q2 | $76K | Buy |
801
+359
| +81% | +$34.1K | 0.03% | 259 |
|
|
2022
Q1 | $58K | Buy |
+442
| New | +$58K | 0.02% | 280 |
|
|
2020
Q3 | – | Sell |
-11
| Closed | -$1K | – | 401 |
|
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 407 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 321 |
|
|
2019
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 299 |
|
|
2019
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 305 |
|