Asset Dedication LLC’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 | $11.7K | Sell |
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|
2025
Q1 | $17.4K | Sell |
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|
2024
Q4 | $18.3K | Buy |
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|
2024
Q3 | $12.3K | Hold |
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|
2024
Q2 | $11.1K | Hold |
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|
2024
Q1 | $11K | Hold |
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|
2023
Q4 | $10K | Hold |
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|
2023
Q3 | $8K | Buy |
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|
2023
Q2 | $0 | Hold |
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|
2023
Q1 | $0 | Sell |
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|
2022
Q4 | $7K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Buy |
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