Semmax Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5
| Closed | -$955 | – | 388 |
|
|
2024
Q3 | $955 | Hold |
5
| – | – | ﹤0.01% | 324 |
|
|
2024
Q2 | $825 | Hold |
5
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $768 | Hold |
5
| – | – | ﹤0.01% | 351 |
|
|
2023
Q4 | $740 | Hold |
5
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $588 | Buy |
+5
| New | +$588 | ﹤0.01% | 327 |
|
|
2020
Q4 | – | Sell |
-39
| Closed | -$3K | – | 274 |
|
|
2020
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 195 |
|
|
2020
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 214 |
|
|
2020
Q1 | $2K | Sell |
39
-30
| -43% | -$1.54K | ﹤0.01% | 232 |
|
|
2019
Q4 | $10K | Buy |
+69
| New | +$10K | 0.01% | 179 |
|
|
2019
Q3 | – | Hold |
0
| – | -$20K | – | 160 |
|
|
2019
Q2 | – | Hold |
0
| – | -$828K | – | 148 |
|
|
2019
Q1 | – | Hold |
0
| – | -$1.08M | – | 45 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 25 |
|