SDH
Sloy Dahl & Holst’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,350
| Closed | -$205K | – | 104 |
|
|
2024
Q2 | $205K | Sell |
1,350
-330
| -20% | -$50.1K | 0.04% | 86 |
|
|
2024
Q1 | $263K | Hold |
1,680
| – | – | 0.06% | 68 |
|
|
2023
Q4 | $240K | Buy |
+1,680
| New | +$240K | 0.05% | 77 |
|
|
2023
Q2 | – | Sell |
-2,139
| Closed | -$240K | – | 78 |
|
|
2023
Q1 | $240K | Hold |
2,139
| – | – | 0.05% | 63 |
|
|
2022
Q4 | $251K | Buy |
+2,139
| New | +$251K | 0.09% | 57 |
|
|
2022
Q3 | – | Sell |
-2,139
| Closed | -$203K | – | 80 |
|
|
2022
Q2 | $203K | Hold |
2,139
| – | – | 0.05% | 75 |
|
|
2022
Q1 | $281K | Hold |
2,139
| – | – | 0.05% | 57 |
|
|
2021
Q4 | $278K | Hold |
2,139
| – | – | 0.06% | 69 |
|
|
2021
Q3 | $278K | Hold |
2,139
| – | – | 0.06% | 69 |
|
|
2021
Q2 | $279K | Hold |
2,139
| – | – | 0.04% | 53 |
|
|
2021
Q1 | $243K | Buy |
+2,139
| New | +$243K | 0.03% | 56 |
|