AW
Avion Wealth’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
67
+20
| +43% | +$2.99K | ﹤0.01% | 478 |
|
|
2025
Q1 | $8K | Hold |
47
| – | – | ﹤0.01% | 451 |
|
|
2024
Q4 | $8K | Buy |
47
+3
| +7% | +$511 | ﹤0.01% | 450 |
|
|
2024
Q3 | $7K | Sell |
44
-3
| -6% | -$477 | ﹤0.01% | 459 |
|
|
2024
Q2 | $7K | Buy |
47
+7
| +18% | +$1.04K | ﹤0.01% | 409 |
|
|
2024
Q1 | $7K | Buy |
40
+5
| +14% | +$875 | ﹤0.01% | 400 |
|
|
2023
Q4 | $5K | Buy |
35
+16
| +84% | +$2.29K | ﹤0.01% | 412 |
|
|
2023
Q3 | $1K | Buy |
19
+7
| +58% | +$368 | ﹤0.01% | 728 |
|
|
2023
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1011 |
|
|
2023
Q1 | $1K | Buy |
12
+10
| +500% | +$833 | ﹤0.01% | 483 |
|
|
2022
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 532 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 573 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 430 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 430 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 414 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 405 |
|