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Stonebridge Capital Advisors’s Simon Property Group SPG Stock Holding History

Stonebridge Capital Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$10.8K – 758
2023
Q3 		$10.8K Hold
100
– – ﹤0.01% 596
2023
Q2 		$11.5K Buy
+100
New +$10.9K ﹤0.01% 599
2021
Q3 		– Sell
-200
Closed -$24K – 1092
2021
Q2 		$24K Buy
200
+100
+100% +$12.4K ﹤0.01% 590
2021
Q1 		$11K Buy
+100
New +$10.4K ﹤0.01% 619
2020
Q2 		– Sell
-40
Closed -$2K – 837
2020
Q1 		$2K Sell
40
-3
-7% -$359 ﹤0.01% 660
2019
Q4 		$6K Hold
43
– – ﹤0.01% 629
2019
Q3 		$7K Sell
43
-142
-77% -$22.1K ﹤0.01% 586
2019
Q2 		$30K Buy
+185
New +$31.9K 0.01% 401

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Geode Capital Management
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Fidelity Investments
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Daiwa Securities Group
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Dimensional Fund Advisors
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