Stonnington Group’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
Q1 | $229K | Buy |
+2,104
| New | +$229K | 0.06% | 221 |
|
|
2022
Q2 | – | Sell |
-3,100
| Closed | -$393K | – | 249 |
|
|
2022
Q1 | $393K | Sell |
3,100
-400
| -11% | -$50.7K | 0.09% | 174 |
|
|
2021
Q4 | $566K | Buy |
3,500
+400
| +13% | +$64.7K | 0.12% | 154 |
|
|
2021
Q3 | $409K | Buy |
3,100
+1,100
| +55% | +$145K | 0.09% | 181 |
|
|
2021
Q2 | $250K | Sell |
2,000
-1,000
| -33% | -$125K | 0.06% | 245 |
|
|
2021
Q1 | $353K | Buy |
+3,000
| New | +$353K | 0.09% | 195 |
|