Toth Financial Advisory’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
Q2 | – | Sell |
-18
| Closed | -$2.02K | – | 878 |
|
|
2023
Q1 | $2.02K | Buy |
+18
| New | +$2.02K | ﹤0.01% | 643 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | -$1K | – | 790 |
|
|
2022
Q3 | $1K | Sell |
15
-85
| -85% | -$5.67K | ﹤0.01% | 711 |
|
|
2022
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 454 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 440 |
|
|
2021
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2021
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 450 |
|
|
2021
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 429 |
|
|
2021
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 451 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$13K | – | 628 |
|
|
2020
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $14K | Buy |
200
+80
| +67% | +$5.6K | ﹤0.01% | 316 |
|
|
2020
Q1 | $7K | Hold |
120
| – | – | ﹤0.01% | 301 |
|
|
2019
Q4 | $18K | Hold |
120
| – | – | ﹤0.01% | 266 |
|
|
2019
Q3 | $19K | Buy |
+120
| New | +$19K | ﹤0.01% | 279 |
|