WAM
Wakefield Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,765
| Closed | -$282K | – | 196 |
|
|
2021
Q4 | $282K | Buy |
+1,765
| New | +$282K | 0.1% | 156 |
|
|
2020
Q4 | – | Sell |
-10,481
| Closed | -$678K | – | 184 |
|
|
2020
Q3 | $678K | Buy |
10,481
+198
| +2% | +$12.8K | 0.32% | 87 |
|
|
2020
Q2 | $703K | Buy |
+10,283
| New | +$703K | 0.34% | 76 |
|