AWM
AllSquare 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 | $161K | Hold |
1,000
| – | – | 0.09% | 120 |
|
|
2025
Q1 | $166K | Hold |
1,000
| – | – | 0.1% | 117 |
|
|
2024
Q4 | $172K | Hold |
1,000
| – | – | 0.1% | 115 |
|
|
2024
Q3 | $169K | Hold |
1,000
| – | – | 0.1% | 120 |
|
|
2024
Q2 | $152K | Hold |
1,000
| – | – | 0.09% | 122 |
|
|
2024
Q1 | $156K | Hold |
1,000
| – | – | 0.09% | 121 |
|
|
2023
Q4 | $143K | Hold |
1,000
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $108K | Sell |
1,000
-1
| -0.1% | -$108 | 0.07% | 134 |
|
|
2023
Q2 | $104K | Hold |
1,001
| – | – | 0.07% | 132 |
|
|
2023
Q1 | $112K | Hold |
1,001
| – | – | 0.07% | 131 |
|
|
2022
Q4 | $118K | Sell |
1,001
-300
| -23% | -$35.2K | 0.08% | 124 |
|
|
2022
Q3 | $117K | Sell |
1,301
-2,250
| -63% | -$202K | 0.08% | 114 |
|
|
2022
Q2 | $337K | Buy |
3,551
+150
| +4% | +$14.2K | 0.23% | 58 |
|
|
2022
Q1 | $447K | Buy |
3,401
+76
| +2% | +$9.99K | 0.27% | 53 |
|
|
2021
Q4 | $531K | Sell |
3,325
-100
| -3% | -$16K | 0.31% | 45 |
|
|
2021
Q3 | $445K | Sell |
3,425
-575
| -14% | -$74.7K | 0.27% | 48 |
|
|
2021
Q2 | $522K | Sell |
4,000
-75
| -2% | -$9.79K | 0.3% | 44 |
|
|
2021
Q1 | $464K | Hold |
4,075
| – | – | 0.29% | 48 |
|
|
2020
Q4 | $348K | Sell |
4,075
-3,650
| -47% | -$312K | 0.23% | 55 |
|
|
2020
Q3 | $500K | Buy |
7,725
+600
| +8% | +$38.8K | 0.36% | 38 |
|
|
2020
Q2 | $487K | Buy |
7,125
+3,510
| +97% | +$240K | 0.37% | 41 |
|
|
2020
Q1 | $198K | Sell |
3,615
-735
| -17% | -$40.3K | 0.17% | 69 |
|
|
2019
Q4 | $648K | Buy |
4,350
+2,400
| +123% | +$358K | 0.45% | 32 |
|
|
2019
Q3 | $304K | Buy |
1,950
+1,550
| +388% | +$242K | 0.23% | 57 |
|
|
2019
Q2 | $64K | Hold |
400
| – | – | 0.05% | 160 |
|
|
2019
Q1 | $73K | Buy |
400
+200
| +100% | +$36.5K | 0.05% | 149 |
|
|
2018
Q4 | $34K | Hold |
200
| – | – | 0.03% | 210 |
|
|
2018
Q3 | $35K | Hold |
200
| – | – | 0.03% | 201 |
|
|
2018
Q2 | $34K | Buy |
+200
| New | +$34K | 0.03% | 217 |
|