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SkyOak Wealth’s Simon Property Group SPG Stock Holding History

SkyOak Wealth’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,784
Closed -$271K – 261
2024
Q2 		$271K Hold
1,784
– – 0.06% 192
2024
Q1 		$279K Hold
1,784
– – 0.07% 201
2023
Q4 		$254K Buy
+1,784
New +$254K 0.07% 202