AEPWM
Atlantic Edge Private Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.3K | Sell |
375
-150
| -29% | -$24.1K | 0.02% | 196 |
|
|
2025
Q1 | $87.2K | Sell |
525
-450
| -46% | -$74.7K | 0.03% | 169 |
|
|
2024
Q4 | $168K | Sell |
975
-375
| -28% | -$64.6K | 0.05% | 133 |
|
|
2024
Q3 | $228K | Hold |
1,350
| – | – | 0.07% | 124 |
|
|
2024
Q2 | $205K | Hold |
1,350
| – | – | 0.07% | 123 |
|
|
2024
Q1 | $211K | Hold |
1,350
| – | – | 0.07% | 126 |
|
|
2023
Q4 | $193K | Buy |
+1,350
| New | +$193K | 0.08% | 124 |
|