Warther Private Wealth’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
Q2
Sell
-1,659
Closed -$221K 130
2022
Q1
$221K Sell
1,659
-137
-8% -$18.3K 0.14% 124
2021
Q4
$288K Buy
1,796
+72
+4% +$11.5K 0.21% 98
2021
Q3
$230K Sell
1,724
-132
-7% -$17.6K 0.21% 108
2021
Q2
$244K Buy
+1,856
New +$244K 0.24% 97