Tyler-Stone Wealth Management’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
Q3 | – | Sell |
-238
| Closed | -$36.1K | – | 809 |
|
|
2024
Q2 | $36.1K | Hold |
238
| – | – | 0.01% | 418 |
|
|
2024
Q1 | $37.2K | Hold |
238
| – | – | 0.02% | 407 |
|
|
2023
Q4 | $33.9K | Hold |
238
| – | – | 0.02% | 416 |
|
|
2023
Q3 | $26K | Hold |
238
| – | – | 0.01% | 437 |
|
|
2023
Q2 | $27K | Buy |
+238
| New | +$27K | 0.02% | 438 |
|
|
2022
Q4 | $28K | Hold |
238
| – | – | 0.02% | 400 |
|
|
2022
Q3 | $21K | Hold |
238
| – | – | 0.02% | 426 |
|
|
2022
Q2 | $23K | Hold |
238
| – | – | 0.02% | 427 |
|
|
2022
Q1 | $31K | Hold |
238
| – | – | 0.02% | 410 |
|
|
2021
Q4 | $38K | Buy |
+238
| New | +$38K | 0.02% | 399 |
|