Avior Wealth Management’s Simon Property Group SPG Stock Holding History

Avior 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 Q2	$230K	Buy	+1,028	New	+$212K	0.01%	721
2025 Q1	–	Sell	-283	Closed	-$48.7K	–	2093
2024 Q4	$48.7K	Buy	283 +6	+2%	+$1.05K	﹤0.01%	1161
2024 Q3	$46.8K	Buy	277 +11	+4%	+$1.74K	﹤0.01%	1143
2024 Q2	$40.4K	Sell	266 -319	-55%	-$47K	﹤0.01%	1179
2024 Q1	$91.5K	Buy	585 +371	+173%	+$54.4K	﹤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%	+$218	﹤0.01%	900
2023 Q1	$23.7K	Hold	212	–	–	﹤0.01%	919
2022 Q4	$24.9K	Sell	212 -173	-45%	-$19.2K	﹤0.01%	726
2022 Q3	$34K	Buy	385 +9	+2%	+$921	﹤0.01%	663
2022 Q2	$35K	Sell	376 -54	-13%	-$6.19K	﹤0.01%	624
2022 Q1	$56K	Buy	430 +3	+0.7%	+$427	﹤0.01%	579
2021 Q4	$68K	Sell	427 -122	-22%	-$18.6K	0.01%	549
2021 Q3	$71K	Sell	549 -20	-4%	-$2.6K	0.01%	526
2021 Q2	$74K	Buy	569 +3	+0.5%	+$373	0.01%	496
2021 Q1	$64K	Buy	566 +13	+2%	+$1.36K	0.01%	508
2020 Q4	$47K	Buy	553 +10	+2%	+$764	0.01%	500
2020 Q3	$35K	Sell	543 -126	-19%	-$8.26K	0.01%	528
2020 Q2	$45K	Hold	669	–	–	0.01%	494
2020 Q1	$36K	Buy	669 +6	+0.9%	+$717	0.01%	472
2019 Q4	$98K	Buy	663 +5	+0.8%	+$750	0.02%	429
2019 Q3	$102K	Sell	658 -76	-10%	-$11.8K	0.02%	409
2019 Q2	$117K	Buy	734 +14	+2%	+$2.41K	0.02%	398
2019 Q1	$131K	Buy	720 +4	+0.6%	+$711	0.03%	385
2018 Q4	$120K	Buy	716 +4	+0.6%	+$715	0.03%	409
2018 Q3	$126K	Sell	712 -119	-14%	-$21K	0.03%	421
2018 Q2	$141K	Hold	831	–	–	0.03%	405
2018 Q1	$128K	Sell	831 -48	-5%	-$7.63K	0.03%	412
2017 Q4	$151K	Buy	879 +12	+1%	+$1.95K	0.03%	391
2017 Q3	$140K	Sell	867 -106	-11%	-$16.9K	0.05%	151
2017 Q2	$157K	Buy	973 +7	+0.7%	+$1.14K	0.06%	129
2017 Q1	$166K	Sell	966 -401	-29%	-$71.6K	0.06%	153
2016 Q4	$243K	Buy	1,367 +9	+0.7%	+$1.67K	0.09%	130
2016 Q3	$281K	Buy	1,358 +8	+0.6%	+$1.74K	0.11%	120
2016 Q2	$293K	Buy	1,350 +8	+0.6%	+$1.63K	0.12%	116
2016 Q1	$279K	Buy	1,342 +8	+0.6%	+$1.54K	0.12%	115
2015 Q4	$259K	Buy	1,334 +9	+0.7%	+$1.74K	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%	+$1.47K	0.18%	59
2015 Q1	$256K	Buy	1,309 +7	+0.5%	+$1.36K	0.2%	56
2014 Q4	$237K	Buy	1,302 +7	+0.5%	+$1.24K	0.19%	59
2014 Q3	$213K	Buy	1,295 +765	+144%	+$129K	0.18%	60
2014 Q2	$88K	Buy	530 +130	+33%	+$21.2K	0.07%	100
2014 Q1	$62K	Buy	+400	New	+$59.6K	0.05%	115