UIA
UBP Investment Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,022
| Closed | -$570K | – | 125 |
|
|
2022
Q1 | $570K | Buy |
5,022
+3,122
| +164% | +$354K | 0.21% | 68 |
|
|
2021
Q4 | $300K | Hold |
1,900
| – | – | 0.11% | 89 |
|
|
2021
Q3 | $250K | Hold |
1,900
| – | – | 0.1% | 94 |
|
|
2021
Q2 | $250K | Hold |
1,900
| – | – | 0.09% | 100 |
|
|
2021
Q1 | $220K | Buy |
+1,900
| New | +$220K | 0.09% | 104 |
|