Alta Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
1,461
-2,678
| -65% | -$431K | 0.11% | 106 |
|
|
2025
Q1 | $687K | Sell |
4,139
-155
| -4% | -$25.7K | 0.32% | 62 |
|
|
2024
Q4 | $739K | Sell |
4,294
-10
| -0.2% | -$1.72K | 0.32% | 60 |
|
|
2024
Q3 | $727K | Buy |
4,304
+198
| +5% | +$33.5K | 0.33% | 65 |
|
|
2024
Q2 | $623K | Sell |
4,106
-20
| -0.5% | -$3.04K | 0.31% | 68 |
|
|
2024
Q1 | $646K | Sell |
4,126
-107
| -3% | -$16.7K | 0.33% | 71 |
|
|
2023
Q4 | $604K | Hold |
4,233
| – | – | 0.34% | 72 |
|
|
2023
Q3 | $457K | Sell |
4,233
-750
| -15% | -$81K | 0.28% | 91 |
|
|
2023
Q2 | $575K | Buy |
4,983
+333
| +7% | +$38.5K | 0.34% | 81 |
|
|
2023
Q1 | $521K | Sell |
4,650
-30
| -0.6% | -$3.36K | 0.33% | 88 |
|
|
2022
Q4 | $550K | Sell |
4,680
-27
| -0.6% | -$3.17K | 0.37% | 89 |
|
|
2022
Q3 | $422K | Buy |
4,707
+659
| +16% | +$59.1K | 0.3% | 99 |
|
|
2022
Q2 | $380K | Sell |
4,048
-943
| -19% | -$88.5K | 0.26% | 105 |
|
|
2022
Q1 | $657K | Buy |
4,991
+1,912
| +62% | +$252K | 0.39% | 79 |
|
|
2021
Q4 | $492K | Buy |
3,079
+375
| +14% | +$59.9K | 0.3% | 103 |
|
|
2021
Q3 | $351K | Buy |
2,704
+250
| +10% | +$32.5K | 0.25% | 116 |
|
|
2021
Q2 | $320K | Buy |
+2,454
| New | +$320K | 0.23% | 120 |
|