Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,973
| Closed | -$281K | – | 569 |
|
|
2023
Q4 | $281K | Hold |
1,973
| – | – | ﹤0.01% | 429 |
|
|
2023
Q3 | $213K | Sell |
1,973
-300
| -13% | -$32.4K | ﹤0.01% | 478 |
|
|
2023
Q2 | $262K | Sell |
2,273
-3,830
| -63% | -$442K | ﹤0.01% | 437 |
|
|
2023
Q1 | $683K | Sell |
6,103
-2,235
| -27% | -$250K | 0.01% | 322 |
|
|
2022
Q4 | $980K | Sell |
8,338
-5,591
| -40% | -$657K | 0.02% | 270 |
|
|
2022
Q3 | $1.25M | Sell |
13,929
-1,206
| -8% | -$108K | 0.02% | 241 |
|
|
2022
Q2 | $1.44M | Buy |
15,135
+2,311
| +18% | +$219K | 0.02% | 237 |
|
|
2022
Q1 | $1.69M | Sell |
12,824
-1,305
| -9% | -$172K | 0.02% | 212 |
|
|
2021
Q4 | $2.26M | Buy |
+14,129
| New | +$2.26M | 0.03% | 191 |
|