APWA
Atlas Private Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
2,087
+79
| +4% | +$12.7K | 0.04% | 146 |
|
|
2025
Q1 | $333K | Buy |
2,008
+8
| +0.4% | +$1.33K | 0.05% | 135 |
|
|
2024
Q4 | $344K | Hold |
2,000
| – | – | 0.05% | 119 |
|
|
2024
Q3 | $338K | Hold |
2,000
| – | – | 0.05% | 115 |
|
|
2024
Q2 | $304K | Buy |
+2,000
| New | +$304K | 0.05% | 120 |
|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$285K | – | 159 |
|
|
2023
Q4 | $285K | Hold |
2,000
| – | – | 0.05% | 126 |
|
|
2023
Q3 | $216K | Buy |
+2,000
| New | +$216K | 0.04% | 170 |
|