Wealthstreet Investment Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-24,044
| Closed | -$2.74M | – | 287 |
|
|
2021
Q1 | $2.74M | Buy |
24,044
+1,790
| +8% | +$204K | 0.27% | 90 |
|
|
2020
Q4 | $1.9M | Sell |
22,254
-25
| -0.1% | -$2.13K | 0.19% | 117 |
|
|
2020
Q3 | $1.44M | Buy |
22,279
+400
| +2% | +$25.9K | 0.16% | 125 |
|
|
2020
Q2 | $1.5M | Sell |
21,879
-217
| -1% | -$14.8K | 0.18% | 115 |
|
|
2020
Q1 | $1.21M | Buy |
22,096
+618
| +3% | +$33.9K | 0.18% | 114 |
|
|
2019
Q4 | $3.2M | Sell |
21,478
-27
| -0.1% | -$4.02K | 0.37% | 66 |
|
|
2019
Q3 | $3.29M | Sell |
21,505
-104
| -0.5% | -$15.9K | 0.42% | 63 |
|
|
2019
Q2 | $3.45M | Hold |
21,609
| – | – | 0.45% | 62 |
|
|
2019
Q1 | $3.94M | Buy |
21,609
+27
| +0.1% | +$4.92K | 0.52% | 54 |
|
|
2018
Q4 | $3.85M | Sell |
21,582
-800
| -4% | -$143K | 0.54% | 53 |
|
|
2018
Q3 | $3.96M | Sell |
22,382
-200
| -0.9% | -$35.4K | 0.49% | 56 |
|
|
2018
Q2 | $3.84M | Sell |
22,582
-368
| -2% | -$62.6K | 0.51% | 53 |
|
|
2018
Q1 | $3.54M | Buy |
22,950
+600
| +3% | +$92.6K | 0.44% | 58 |
|
|
2017
Q4 | $3.84M | Buy |
+22,350
| New | +$3.84M | 0.46% | 60 |
|