Wright Investors Service’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 |
-3,180
| Closed | -$454K | – | 161 |
|
|
2023
Q4 | $454K | Sell |
3,180
-4,626
| -59% | -$660K | 0.13% | 124 |
|
|
2023
Q3 | $843K | Sell |
7,806
-2,554
| -25% | -$276K | 0.24% | 97 |
|
|
2023
Q2 | $1.2M | Sell |
10,360
-9,110
| -47% | -$1.05M | 0.34% | 90 |
|
|
2023
Q1 | $2.18M | Sell |
19,470
-2,239
| -10% | -$251K | 0.62% | 55 |
|
|
2022
Q4 | $2.55M | Buy |
21,709
+29
| +0.1% | +$3.41K | 0.73% | 50 |
|
|
2022
Q3 | $1.95M | Buy |
21,680
+4,969
| +30% | +$446K | 0.61% | 60 |
|
|
2022
Q2 | $1.59M | Buy |
+16,711
| New | +$1.59M | 0.45% | 71 |
|