Valley Forge Investment Consultants’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 |
-1,879
| Closed | -$294K | – | 88 |
|
|
2024
Q1 | $294K | Hold |
1,879
| – | – | 0.11% | 61 |
|
|
2023
Q4 | $268K | Hold |
1,879
| – | – | 0.12% | 57 |
|
|
2023
Q3 | $203K | Hold |
1,879
| – | – | 0.09% | 66 |
|
|
2023
Q2 | $217K | Hold |
1,879
| – | – | 0.11% | 55 |
|
|
2023
Q1 | $210K | Hold |
1,879
| – | – | 0.11% | 57 |
|
|
2022
Q4 | $221K | Buy |
+1,879
| New | +$221K | 0.12% | 63 |
|
|
2022
Q2 | – | Sell |
-1,879
| Closed | -$247K | – | 88 |
|
|
2022
Q1 | $247K | Hold |
1,879
| – | – | 0.1% | 65 |
|
|
2021
Q4 | $300K | Hold |
1,879
| – | – | 0.13% | 55 |
|
|
2021
Q3 | $244K | Buy |
+1,879
| New | +$244K | 0.13% | 60 |
|