Teamwork Financial 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
Q1 | – | Sell |
-4,431
| Closed | -$521K | – | 207 |
|
|
2022
Q4 | $521K | Sell |
4,431
-122
| -3% | -$14.3K | 0.1% | 118 |
|
|
2022
Q3 | $409K | Buy |
4,553
+392
| +9% | +$35.2K | 0.09% | 138 |
|
|
2022
Q2 | $395K | Sell |
4,161
-61
| -1% | -$5.79K | 0.09% | 154 |
|
|
2022
Q1 | $555K | Sell |
4,222
-5,183
| -55% | -$681K | 0.1% | 164 |
|
|
2021
Q4 | $1.5M | Sell |
9,405
-6,966
| -43% | -$1.11M | 0.28% | 75 |
|
|
2021
Q3 | $2.13M | Sell |
16,371
-3,003
| -16% | -$390K | 0.42% | 41 |
|
|
2021
Q2 | $2.53M | Sell |
19,374
-10,473
| -35% | -$1.37M | 0.52% | 36 |
|
|
2021
Q1 | $3.4M | Sell |
29,847
-21,490
| -42% | -$2.45M | 0.8% | 20 |
|
|
2020
Q4 | $4.38M | Sell |
51,337
-24,886
| -33% | -$2.12M | 1.04% | 14 |
|
|
2020
Q3 | $4.93M | Buy |
+76,223
| New | +$4.93M | 1.53% | 11 |
|
|
2020
Q1 | – | Sell |
-5,337
| Closed | -$795K | – | 132 |
|
|
2019
Q4 | $795K | Buy |
+5,337
| New | +$795K | 0.48% | 48 |
|