Winch Advisory Services’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32
| Closed | -$5.51K | – | 538 |
|
|
2024
Q4 | $5.51K | Buy |
+32
| New | +$5.51K | ﹤0.01% | 351 |
|
|
2023
Q4 | – | Sell |
-133
| Closed | -$14K | – | 457 |
|
|
2023
Q3 | $14K | Hold |
133
| – | – | 0.01% | 223 |
|
|
2023
Q2 | $15K | Hold |
133
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $15K | Hold |
133
| – | – | 0.01% | 215 |
|
|
2022
Q4 | $16K | Buy |
133
+2
| +2% | +$241 | 0.01% | 204 |
|
|
2022
Q3 | $12K | Buy |
131
+3
| +2% | +$275 | 0.01% | 209 |
|
|
2022
Q2 | $12K | Buy |
128
+2
| +2% | +$188 | ﹤0.01% | 217 |
|
|
2022
Q1 | $17K | Buy |
126
+1
| +0.8% | +$135 | 0.01% | 213 |
|
|
2021
Q4 | $20K | Buy |
125
+2
| +2% | +$320 | 0.01% | 205 |
|
|
2021
Q3 | $16K | Buy |
+123
| New | +$16K | 0.01% | 233 |
|
|
2019
Q3 | – | Sell |
-7
| Closed | -$1K | – | 421 |
|
|
2019
Q2 | $1K | Sell |
7
-11
| -61% | -$1.57K | ﹤0.01% | 420 |
|
|
2019
Q1 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 298 |
|