AWM
Ameliora Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-400
| Closed | -$60.7K | – | 188 |
|
|
2024
Q2 | $60.7K | Hold |
400
| – | – | 0.03% | 116 |
|
|
2024
Q1 | $62.6K | Hold |
400
| – | – | 0.03% | 127 |
|
|
2023
Q4 | $57.1K | Hold |
400
| – | – | 0.03% | 111 |
|
|
2023
Q3 | $43.2K | Hold |
400
| – | – | 0.03% | 127 |
|
|
2023
Q2 | $46.2K | Hold |
400
| – | – | 0.03% | 122 |
|
|
2023
Q1 | $44.8K | Sell |
400
-1,000
| -71% | -$112K | 0.03% | 140 |
|
|
2022
Q4 | $164K | Hold |
1,400
| – | – | 0.09% | 80 |
|
|
2022
Q3 | $131K | Buy |
+1,400
| New | +$131K | 0.07% | 88 |
|