WR Wealth Planners’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 | $28.8K | Buy |
167
+128
| +328% | +$22K | 0.01% | 401 |
|
|
2024
Q3 | $6.59K | Hold |
39
| – | – | ﹤0.01% | 695 |
|
|
2024
Q2 | $5.92K | Buy |
39
+8
| +26% | +$1.21K | ﹤0.01% | 690 |
|
|
2024
Q1 | $4.85K | Buy |
+31
| New | +$4.85K | ﹤0.01% | 727 |
|
|
2023
Q4 | – | Sell |
-46
| Closed | -$4.97K | – | 759 |
|
|
2023
Q3 | $4.97K | Hold |
46
| – | – | ﹤0.01% | 678 |
|
|
2023
Q2 | $5.31K | Buy |
46
+39
| +557% | +$4.5K | ﹤0.01% | 674 |
|
|
2023
Q1 | $784 | Buy |
+7
| New | +$784 | ﹤0.01% | 846 |
|