Wintrust Investments’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
Q4 | – | Sell |
-315
| Closed | -$53K | – | 501 |
|
|
2024
Q3 | $53K | Sell |
315
-2,844
| -90% | -$479K | 0.04% | 304 |
|
|
2024
Q2 | $480K | Sell |
3,159
-70
| -2% | -$10.6K | 0.04% | 289 |
|
|
2024
Q1 | $505K | Sell |
3,229
-200
| -6% | -$31.3K | 0.04% | 283 |
|
|
2023
Q4 | $489K | Sell |
3,429
-84
| -2% | -$12K | 0.05% | 273 |
|
|
2023
Q3 | $380K | Sell |
3,513
-50
| -1% | -$5.41K | 0.04% | 299 |
|
|
2023
Q2 | $411K | Hold |
3,563
| – | – | 0.04% | 287 |
|
|
2023
Q1 | $399K | Sell |
3,563
-65
| -2% | -$7.28K | 0.05% | 234 |
|
|
2022
Q4 | $426K | Buy |
3,628
+65
| +2% | +$7.63K | 0.06% | 234 |
|
|
2022
Q3 | $320K | Sell |
3,563
-580
| -14% | -$52.1K | 0.04% | 292 |
|
|
2022
Q2 | $393K | Hold |
4,143
| – | – | 0.05% | 257 |
|
|
2022
Q1 | $545K | Sell |
4,143
-50
| -1% | -$6.58K | 0.05% | 244 |
|
|
2021
Q4 | $670K | Sell |
4,193
-300
| -7% | -$47.9K | 0.06% | 221 |
|
|
2021
Q3 | $584K | Sell |
4,493
-300
| -6% | -$39K | 0.08% | 165 |
|
|
2021
Q2 | $625K | Sell |
4,793
-1,310
| -21% | -$171K | 0.06% | 232 |
|
|
2021
Q1 | $694K | Sell |
6,103
-1,705
| -22% | -$194K | 0.07% | 215 |
|
|
2020
Q4 | $666K | Sell |
7,808
-1,150
| -13% | -$98.1K | 0.19% | 88 |
|
|
2020
Q3 | $579K | Buy |
8,958
+50
| +0.6% | +$3.23K | 0.08% | 178 |
|
|
2020
Q2 | $609K | Sell |
8,908
-2,817
| -24% | -$193K | 0.09% | 168 |
|
|
2020
Q1 | $643K | Buy |
+11,725
| New | +$643K | 0.11% | 138 |
|