Caldwell Trust’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41K | Hold |
15
|
|
||||
|
2025
Q1 | $2.49K | Buy |
+15
|
|
||||
|
2023
Q3 | – | Sell |
-40
|
|
||||
|
2023
Q2 | $4.62K | Buy |
+40
|
|
||||
|
2021
Q3 | – | Sell |
-22
|
|
||||
|
2021
Q2 | $2.87K | Hold |
22
|
|
||||
|
2021
Q1 | $2.5K | Hold |
22
|
|
||||
|
2020
Q4 | $1.88K | Sell |
22
-181
|
|
||||
|
2020
Q3 | $13.1K | Sell |
203
-144
|
|
||||
|
2020
Q2 | $23.7K | Sell |
347
-127
|
|
||||
|
2020
Q1 | $26K | Hold |
474
|
|
||||
|
2019
Q4 | $70.6K | Buy |
+474
|
|