AWM
Affinity 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 | $377K | Buy |
2,344
+26
| +1% | +$4.18K | 0.06% | 67 |
|
|
2025
Q1 | $385K | Buy |
2,318
+57
| +3% | +$9.47K | 0.07% | 65 |
|
|
2024
Q4 | $389K | Hold |
2,261
| – | – | 0.07% | 67 |
|
|
2024
Q3 | $382K | Buy |
2,261
+90
| +4% | +$15.2K | 0.07% | 69 |
|
|
2024
Q2 | $330K | Hold |
2,171
| – | – | 0.06% | 76 |
|
|
2024
Q1 | $340K | Hold |
2,171
| – | – | 0.06% | 76 |
|
|
2023
Q4 | $310K | Hold |
2,171
| – | – | 0.06% | 75 |
|
|
2023
Q3 | $235K | Buy |
2,171
+26
| +1% | +$2.81K | 0.05% | 89 |
|
|
2023
Q2 | $248K | Buy |
2,145
+160
| +8% | +$18.5K | 0.06% | 90 |
|
|
2023
Q1 | $222K | Buy |
1,985
+136
| +7% | +$15.2K | 0.05% | 105 |
|
|
2022
Q4 | $217K | Buy |
+1,849
| New | +$217K | 0.05% | 97 |
|
|
2022
Q2 | – | Sell |
-1,762
| Closed | -$227K | – | 115 |
|
|
2022
Q1 | $227K | Sell |
1,762
-276
| -14% | -$35.6K | 0.05% | 97 |
|
|
2021
Q4 | $309K | Sell |
2,038
-13
| -0.6% | -$1.97K | 0.06% | 86 |
|
|
2021
Q3 | $272K | Buy |
+2,051
| New | +$272K | 0.05% | 97 |
|