Alta Wealth Advisors’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
Q3 | $274K | Hold |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $687K | Sell |
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|
2024
Q4 | $739K | Sell |
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|
2024
Q3 | $727K | Buy |
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|
2024
Q2 | $623K | Sell |
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|
2024
Q1 | $646K | Sell |
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $521K | Sell |
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|
2022
Q4 | $550K | Sell |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $657K | Buy |
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $351K | Buy |
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|
2021
Q2 | $320K | Buy |
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