Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-51
| Closed | -$5K | – | 656 |
|
|
2022
Q3 | $5K | Hold |
51
| – | – | ﹤0.01% | 528 |
|
|
2022
Q2 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 532 |
|
|
2022
Q1 | – | Sell |
-514
| Closed | -$82K | – | 594 |
|
|
2021
Q4 | $82K | Buy |
514
+50
| +11% | +$7.98K | 0.06% | 192 |
|
|
2021
Q3 | $68K | Buy |
464
+113
| +32% | +$16.6K | 0.05% | 201 |
|
|
2021
Q2 | $46K | Sell |
351
-29
| -8% | -$3.8K | 0.03% | 263 |
|
|
2021
Q1 | $43K | Buy |
+380
| New | +$43K | 0.03% | 243 |
|
|
2018
Q1 | – | Hold |
0
| – | -$16K | – | 785 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 335 |
|