SWA
Sutton Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16.9K | Buy |
156
+11
| +8% | +$1.19K | 0.01% | 379 |
|
|
2023
Q2 | $16.7K | Hold |
145
| – | – | 0.01% | 371 |
|
|
2023
Q1 | $16.2K | Hold |
145
| – | – | 0.01% | 338 |
|
|
2022
Q4 | $17K | Sell |
145
-3
| -2% | -$352 | 0.01% | 762 |
|
|
2022
Q3 | $13.3K | Buy |
148
+29
| +24% | +$2.6K | 0.01% | 802 |
|
|
2022
Q2 | $11.3K | Buy |
119
+20
| +20% | +$1.9K | ﹤0.01% | 864 |
|
|
2022
Q1 | $13K | Hold |
99
| – | – | ﹤0.01% | 861 |
|
|
2021
Q4 | $15.8K | Hold |
99
| – | – | 0.01% | 783 |
|
|
2021
Q3 | $12.9K | Buy |
99
+3
| +3% | +$390 | ﹤0.01% | 825 |
|
|
2021
Q2 | $12.5K | Hold |
96
| – | – | ﹤0.01% | 837 |
|
|
2021
Q1 | $10.9K | Buy |
96
+2
| +2% | +$228 | ﹤0.01% | 853 |
|
|
2020
Q4 | $8.02K | Buy |
94
+43
| +84% | +$3.67K | ﹤0.01% | 877 |
|
|
2020
Q3 | $3.3K | Hold |
51
| – | – | ﹤0.01% | 1012 |
|
|
2020
Q2 | $3.49K | Buy |
51
+21
| +70% | +$1.44K | ﹤0.01% | 984 |
|
|
2020
Q1 | $1.65K | Sell |
30
-229
| -88% | -$12.6K | ﹤0.01% | 1054 |
|
|
2019
Q4 | $38.6K | Sell |
259
-15
| -5% | -$2.23K | 0.02% | 383 |
|
|
2019
Q3 | $42.6K | Hold |
274
| – | – | 0.02% | 343 |
|
|
2019
Q2 | $43.8K | Sell |
274
-4
| -1% | -$639 | 0.03% | 331 |
|
|
2019
Q1 | $50.7K | Buy |
278
+4
| +1% | +$729 | 0.03% | 292 |
|
|
2018
Q4 | $46K | Hold |
274
| – | – | 0.03% | 286 |
|
|
2018
Q3 | $48.4K | Hold |
274
| – | – | 0.03% | 300 |
|
|
2018
Q2 | $46.6K | Hold |
274
| – | – | 0.03% | 302 |
|
|
2018
Q1 | $42.3K | Hold |
274
| – | – | 0.03% | 314 |
|
|
2017
Q4 | $47.1K | Hold |
274
| – | – | 0.03% | 291 |
|
|
2017
Q3 | $44.1K | Buy |
274
+15
| +6% | +$2.42K | 0.03% | 299 |
|
|
2017
Q2 | $41.9K | Sell |
259
-5
| -2% | -$809 | 0.03% | 295 |
|
|
2017
Q1 | $45.4K | Hold |
264
| – | – | 0.04% | 284 |
|
|
2016
Q4 | $46.9K | Sell |
264
-3
| -1% | -$533 | 0.04% | 281 |
|
|
2016
Q3 | $55.3K | Buy |
267
+3
| +1% | +$621 | 0.05% | 240 |
|
|
2016
Q2 | $57.3K | Hold |
264
| – | – | 0.05% | 235 |
|
|
2016
Q1 | $54.8K | Buy |
+264
| New | +$54.8K | 0.05% | 236 |
|