Heritage Wealth Advisors Simon Property Group Inc Transaction History

Heritage Wealth Advisors

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$103.37 - $146.58 $2,687 - $3,811	26 New	26 $3,000
Q3 2020 Nov 03, 2020	SELL	$60.42 - $74.12 $3,021 - $3,706	-50 Closed	0 $0
Q2 2020 Jul 17, 2020	SELL	$44.01 - $95.5 $264 - $573	-6 Reduced 10.71%	50 $3,000
Q2 2020 Jul 17, 2020	BUY	$44.01 - $95.5 $2,464 - $5,348	56 New	56 $3,000
Q1 2020 May 05, 2020	SELL	$44.92 - $149.11 $137,994 - $458,065	-3,072 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$144.01 - $158.06 $146,458 - $160,747	1,017 Added 49.49%	3,072 $457,000
Q3 2019 Oct 30, 2019	BUY	$145.47 - $165.03 $298,940 - $339,136	2,055 New	2,055 $319,000
Q1 2019 May 06, 2019	SELL	$164.87 - $185.85 $12,365 - $13,938	-75 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$168.58 - $185.23 $12,643 - $13,892	75 New	75 $13,000

1,256

267M

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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