CWC
Carolinas Wealth Consulting’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-607
| Closed | -$101K | – | 807 |
|
|
2025
Q1 | $101K | Buy |
607
+6
| +1% | +$997 | 0.02% | 242 |
|
|
2024
Q4 | $103K | Sell |
601
-35
| -6% | -$6.02K | 0.02% | 247 |
|
|
2024
Q3 | $107K | Sell |
636
-143
| -18% | -$24.2K | 0.02% | 251 |
|
|
2024
Q2 | $118K | Buy |
779
+4
| +0.5% | +$607 | 0.02% | 230 |
|
|
2024
Q1 | $123K | Sell |
775
-174
| -18% | -$27.6K | 0.02% | 233 |
|
|
2023
Q4 | $135K | Hold |
949
| – | – | 0.03% | 197 |
|
|
2023
Q3 | $104K | Buy |
949
+462
| +95% | +$50.8K | 0.03% | 213 |
|
|
2023
Q2 | $56.3K | Sell |
487
-39
| -7% | -$4.51K | 0.01% | 329 |
|
|
2023
Q1 | $58.9K | Buy |
526
+3
| +0.6% | +$336 | 0.01% | 332 |
|
|
2022
Q4 | $61.4K | Buy |
523
+1
| +0.2% | +$117 | 0.01% | 323 |
|
|
2022
Q3 | $47K | Buy |
522
+31
| +6% | +$2.79K | 0.01% | 336 |
|
|
2022
Q2 | $47K | Buy |
491
+152
| +45% | +$14.6K | 0.01% | 340 |
|
|
2022
Q1 | $45K | Sell |
339
-21
| -6% | -$2.79K | 0.01% | 368 |
|
|
2021
Q4 | $57K | Buy |
360
+27
| +8% | +$4.28K | 0.01% | 348 |
|
|
2021
Q3 | $43K | Buy |
333
+4
| +1% | +$517 | 0.01% | 367 |
|
|
2021
Q2 | $43K | Buy |
329
+2
| +0.6% | +$261 | 0.01% | 384 |
|
|
2021
Q1 | $37K | Buy |
327
+150
| +85% | +$17K | 0.01% | 412 |
|
|
2020
Q4 | $15K | Sell |
177
-54
| -23% | -$4.58K | ﹤0.01% | 524 |
|
|
2020
Q3 | $15K | Buy |
231
+45
| +24% | +$2.92K | 0.01% | 427 |
|
|
2020
Q2 | $13K | Buy |
+186
| New | +$13K | 0.01% | 323 |
|