AWM
Activest Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
1,153
-7
| -0.6% | -$1.13K | 0.04% | 101 |
|
|
2025
Q1 | $193K | Sell |
1,160
-115
| -9% | -$19.1K | 0.05% | 99 |
|
|
2024
Q4 | $220K | Sell |
1,275
-15
| -1% | -$2.58K | 0.06% | 81 |
|
|
2024
Q3 | $218K | Buy |
1,290
+215
| +20% | +$36.3K | 0.07% | 78 |
|
|
2024
Q2 | $163K | Buy |
1,075
+920
| +594% | +$140K | 0.05% | 94 |
|
|
2024
Q1 | $24.3K | Buy |
+155
| New | +$24.3K | 0.01% | 163 |
|
|
2023
Q3 | – | Sell |
-1,047
| Closed | -$93.8K | – | 494 |
|
|
2023
Q2 | $93.8K | Buy |
1,047
+662
| +172% | +$59.3K | 0.06% | 45 |
|
|
2023
Q1 | $43K | Buy |
+385
| New | +$43K | 0.03% | 94 |
|
|
2022
Q3 | – | Sell |
-1,005
| Closed | -$95K | – | 595 |
|
|
2022
Q2 | $95K | Hold |
1,005
| – | – | 0.07% | 67 |
|
|
2022
Q1 | $132K | Hold |
1,005
| – | – | 0.08% | 58 |
|
|
2021
Q4 | $161K | Hold |
1,005
| – | – | 0.1% | 60 |
|
|
2021
Q3 | $131K | Hold |
1,005
| – | – | 0.09% | 62 |
|
|
2021
Q2 | $131K | Hold |
1,005
| – | – | 0.1% | 61 |
|
|
2021
Q1 | $114K | Buy |
+1,005
| New | +$114K | 0.09% | 63 |
|