Axxcess Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,100
| Closed | -$335K | – | 921 |
|
|
2023
Q3 | $335K | Buy |
+3,100
| New | +$335K | 0.01% | 573 |
|
|
2023
Q2 | – | Sell |
-3,088
| Closed | -$346K | – | 677 |
|
|
2023
Q1 | $346K | Hold |
3,088
| – | – | 0.03% | 445 |
|
|
2022
Q4 | $363K | Buy |
+3,088
| New | +$363K | 0.03% | 417 |
|