AEPWM
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Atlantic Edge Private Wealth Management’s Simon Property Group SPG Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.9K Hold
375
– – 0.02% 208
2025
Q4 		$69.4K Hold
375
– – 0.02% 194
2025
Q3 		$70.4K Hold
375
– – 0.02% 189
2025
Q2 		$60.3K Sell
375
-150
-29% -$23.7K 0.02% 198
2025
Q1 		$87.2K Sell
525
-450
-46% -$78.7K 0.03% 169
2024
Q4 		$168K Sell
975
-375
-28% -$65.8K 0.05% 134
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 +$163K 0.08% 124

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return