Stonebridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$10.8K | – | 764 |
|
|
2023
Q3 | $10.8K | Hold |
100
| – | – | ﹤0.01% | 596 |
|
|
2023
Q2 | $11.5K | Buy |
+100
| New | +$11.5K | ﹤0.01% | 599 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$24K | – | 1100 |
|
|
2021
Q2 | $24K | Buy |
200
+100
| +100% | +$12K | ﹤0.01% | 590 |
|
|
2021
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 619 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$2K | – | 844 |
|
|
2020
Q1 | $2K | Sell |
40
-3
| -7% | -$150 | ﹤0.01% | 660 |
|
|
2019
Q4 | $6K | Hold |
43
| – | – | ﹤0.01% | 629 |
|
|
2019
Q3 | $7K | Sell |
43
-142
| -77% | -$23.1K | ﹤0.01% | 586 |
|
|
2019
Q2 | $30K | Buy |
+185
| New | +$30K | 0.01% | 401 |
|