AWM
Avior Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-283
| Closed | -$48.7K | – | 2095 |
|
|
2024
Q4 | $48.7K | Buy |
283
+6
| +2% | +$1.03K | ﹤0.01% | 1161 |
|
|
2024
Q3 | $46.8K | Buy |
277
+11
| +4% | +$1.86K | ﹤0.01% | 1143 |
|
|
2024
Q2 | $40.4K | Sell |
266
-319
| -55% | -$48.4K | ﹤0.01% | 1179 |
|
|
2024
Q1 | $91.5K | Buy |
585
+371
| +173% | +$58.1K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $30.5K | Hold |
214
| – | – | ﹤0.01% | 816 |
|
|
2023
Q3 | $23.1K | Hold |
214
| – | – | ﹤0.01% | 918 |
|
|
2023
Q2 | $24.7K | Buy |
214
+2
| +0.9% | +$231 | ﹤0.01% | 900 |
|
|
2023
Q1 | $23.7K | Hold |
212
| – | – | ﹤0.01% | 919 |
|
|
2022
Q4 | $24.9K | Sell |
212
-173
| -45% | -$20.3K | ﹤0.01% | 726 |
|
|
2022
Q3 | $34K | Buy |
385
+9
| +2% | +$795 | ﹤0.01% | 663 |
|
|
2022
Q2 | $35K | Sell |
376
-54
| -13% | -$5.03K | ﹤0.01% | 624 |
|
|
2022
Q1 | $56K | Buy |
430
+3
| +0.7% | +$391 | ﹤0.01% | 579 |
|
|
2021
Q4 | $68K | Sell |
427
-122
| -22% | -$19.4K | 0.01% | 549 |
|
|
2021
Q3 | $71K | Sell |
549
-20
| -4% | -$2.59K | 0.01% | 526 |
|
|
2021
Q2 | $74K | Buy |
569
+3
| +0.5% | +$390 | 0.01% | 496 |
|
|
2021
Q1 | $64K | Buy |
566
+13
| +2% | +$1.47K | 0.01% | 508 |
|
|
2020
Q4 | $47K | Buy |
553
+10
| +2% | +$850 | 0.01% | 500 |
|
|
2020
Q3 | $35K | Sell |
543
-126
| -19% | -$8.12K | 0.01% | 528 |
|
|
2020
Q2 | $45K | Hold |
669
| – | – | 0.01% | 494 |
|
|
2020
Q1 | $36K | Buy |
669
+6
| +0.9% | +$323 | 0.01% | 472 |
|
|
2019
Q4 | $98K | Buy |
663
+5
| +0.8% | +$739 | 0.02% | 429 |
|
|
2019
Q3 | $102K | Sell |
658
-76
| -10% | -$11.8K | 0.02% | 409 |
|
|
2019
Q2 | $117K | Buy |
734
+14
| +2% | +$2.23K | 0.02% | 398 |
|
|
2019
Q1 | $131K | Buy |
720
+4
| +0.6% | +$728 | 0.03% | 385 |
|
|
2018
Q4 | $120K | Buy |
716
+4
| +0.6% | +$670 | 0.03% | 409 |
|
|
2018
Q3 | $126K | Sell |
712
-119
| -14% | -$21.1K | 0.03% | 421 |
|
|
2018
Q2 | $141K | Hold |
831
| – | – | 0.03% | 405 |
|
|
2018
Q1 | $128K | Sell |
831
-48
| -5% | -$7.39K | 0.03% | 412 |
|
|
2017
Q4 | $151K | Buy |
879
+12
| +1% | +$2.06K | 0.03% | 391 |
|
|
2017
Q3 | $140K | Sell |
867
-106
| -11% | -$17.1K | 0.05% | 151 |
|
|
2017
Q2 | $157K | Buy |
973
+7
| +0.7% | +$1.13K | 0.06% | 129 |
|
|
2017
Q1 | $166K | Sell |
966
-401
| -29% | -$68.9K | 0.06% | 153 |
|
|
2016
Q4 | $243K | Buy |
1,367
+9
| +0.7% | +$1.6K | 0.09% | 130 |
|
|
2016
Q3 | $281K | Buy |
1,358
+8
| +0.6% | +$1.66K | 0.11% | 120 |
|
|
2016
Q2 | $293K | Buy |
1,350
+8
| +0.6% | +$1.74K | 0.12% | 116 |
|
|
2016
Q1 | $279K | Buy |
1,342
+8
| +0.6% | +$1.66K | 0.12% | 115 |
|
|
2015
Q4 | $259K | Buy |
1,334
+9
| +0.7% | +$1.75K | 0.14% | 106 |
|
|
2015
Q3 | $243K | Buy |
1,325
+8
| +0.6% | +$1.47K | 0.14% | 103 |
|
|
2015
Q2 | $228K | Buy |
1,317
+8
| +0.6% | +$1.39K | 0.18% | 59 |
|
|
2015
Q1 | $256K | Buy |
1,309
+7
| +0.5% | +$1.37K | 0.2% | 56 |
|
|
2014
Q4 | $237K | Buy |
1,302
+7
| +0.5% | +$1.27K | 0.19% | 59 |
|
|
2014
Q3 | $213K | Buy |
1,295
+765
| +144% | +$126K | 0.18% | 60 |
|
|
2014
Q2 | $88K | Buy |
530
+154
| +41% | +$25.6K | 0.07% | 100 |
|
|
2014
Q1 | $62K | Buy |
+376
| New | +$62K | 0.05% | 115 |
|