Stiles Financial Services’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,979
| Closed | -$214K | – | 179 |
|
|
2023
Q3 | $214K | Sell |
1,979
-118
| -6% | -$12.7K | 0.11% | 164 |
|
|
2023
Q2 | $242K | Sell |
2,097
-119
| -5% | -$13.7K | 0.12% | 163 |
|
|
2023
Q1 | $248K | Sell |
2,216
-23
| -1% | -$2.58K | 0.13% | 156 |
|
|
2022
Q4 | $263K | Buy |
+2,239
| New | +$263K | 0.15% | 150 |
|
|
2022
Q3 | – | Sell |
-2,385
| Closed | -$226K | – | 182 |
|
|
2022
Q2 | $226K | Buy |
2,385
+151
| +7% | +$14.3K | 0.14% | 148 |
|
|
2022
Q1 | $310K | Buy |
2,234
+98
| +5% | +$13.6K | 0.16% | 130 |
|
|
2021
Q4 | $341K | Buy |
+2,136
| New | +$341K | 0.16% | 131 |
|