Trifecta Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75
| Closed | -$11.7K | – | 427 |
|
|
2024
Q1 | $11.7K | Buy |
+75
| New | +$11.7K | ﹤0.01% | 198 |
|
|
2023
Q4 | – | Sell |
-68
| Closed | -$7.35K | – | 461 |
|
|
2023
Q3 | $7.35K | Buy |
+68
| New | +$7.35K | ﹤0.01% | 224 |
|
|
2023
Q2 | – | Sell |
-370
| Closed | -$41.4K | – | 429 |
|
|
2023
Q1 | $41.4K | Buy |
370
+35
| +10% | +$3.92K | 0.01% | 148 |
|
|
2022
Q4 | $39.4K | Buy |
+335
| New | +$39.4K | 0.02% | 136 |
|