Bergan Kdv Wealth Management, LLC Simon Property Group Inc Transaction History

Bergan Kdv Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$90.98 - $120.7 $90 - $120	1 Added 3.45%	30 $3,000
Q3 2021 Nov 12, 2021	SELL	$117.19 - $136.42 $6,562 - $7,639	-56 Reduced 65.88%	29 $4,000
Q2 2021 Aug 10, 2021	BUY	$113.38 - $135.71 $113 - $135	1 Added 1.19%	85 $11,000
Q1 2021 May 11, 2021	BUY	$82.81 - $121.01 $82 - $121	1 Added 1.2%	84 $10,000
Q4 2020 Feb 04, 2021	SELL	$60.76 - $93.91 $8,445 - $13,053	-139 Reduced 62.61%	83 $7,000
Q3 2020 Nov 05, 2020	BUY	$60.42 - $74.12 $785 - $963	13 Added 6.22%	222 $14,000
Q2 2020 Aug 13, 2020	SELL	$44.01 - $95.5 $2,464 - $5,348	-56 Reduced 21.13%	209 $14,000
Q1 2020 Apr 24, 2020	BUY	$44.92 - $149.11 $763 - $2,534	17 Added 6.85%	265 $15,000
Q4 2019 Feb 10, 2020	BUY	$144.01 - $158.06 $10,656 - $11,696	74 Added 42.53%	248 $37,000
Q3 2019 Nov 08, 2019	SELL	$145.47 - $165.03 $1,018 - $1,155	-7 Reduced 3.87%	174 $27,000
Q2 2019 Aug 12, 2019	BUY	$159.27 - $185.52 $1,433 - $1,669	9 Added 5.23%	181 $29,000
Q4 2018 Feb 01, 2019	BUY	$160.66 - $190.59 $160 - $190	1 Added 0.58%	172 $29,000
Q3 2018 Nov 09, 2018	SELL	$168.58 - $185.23 $4,045 - $4,445	-24 Reduced 12.31%	171 $30,000
Q2 2018 Jul 23, 2018	BUY	$146.74 - $172.85 $28,614 - $33,705	195 New	195 $33,000

1,256

268M

2.14M

1.44M

Ticker SPG
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 327,352,000
Market Cap $57.2B
Description
Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...

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