AllSquare Wealth Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Hold |
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|
2025
Q1 | $166K | Hold |
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|
2024
Q4 | $172K | Hold |
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|
2024
Q3 | $169K | Hold |
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|
2024
Q2 | $152K | Hold |
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|
2024
Q1 | $156K | Hold |
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|
2023
Q4 | $143K | Hold |
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|
2023
Q3 | $108K | Sell |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $112K | Hold |
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|
2022
Q4 | $118K | Sell |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $531K | Sell |
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|
2021
Q3 | $445K | Sell |
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|
2021
Q2 | $522K | Sell |
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|
2021
Q1 | $464K | Hold |
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|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $500K | Buy |
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|
2020
Q2 | $487K | Buy |
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|
2020
Q1 | $198K | Sell |
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|
2019
Q4 | $648K | Buy |
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|
2019
Q3 | $304K | Buy |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $73K | Buy |
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|
2018
Q4 | $34K | Hold |
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|
2018
Q3 | $35K | Hold |
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|
2018
Q2 | $34K | Buy |
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