ViaWealth’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
-1,602
Closed -$251K 156
2024
Q1
$251K Sell
1,602
-190
-11% -$29.7K 0.16% 143
2023
Q4
$256K Sell
1,792
-232
-11% -$33.1K 0.18% 138
2023
Q3
$219K Sell
2,024
-127
-6% -$13.7K 0.16% 145
2023
Q2
$248K Buy
2,151
+21
+1% +$2.43K 0.19% 137
2023
Q1
$238K Buy
2,130
+135
+7% +$15.1K 0.19% 136
2022
Q4
$236K Buy
+1,995
New +$236K 0.19% 144