CFM Wealth Partners’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
8,714
+880
| +11% | +$141K | 0.22% | 67 |
|
|
2025
Q1 | $1.3M | Buy |
7,834
+549
| +8% | +$91.2K | 0.23% | 68 |
|
|
2024
Q4 | $1.25M | Buy |
7,285
+984
| +16% | +$169K | 0.21% | 69 |
|
|
2024
Q3 | $1.07M | Buy |
6,301
+1,798
| +40% | +$304K | 0.19% | 77 |
|
|
2024
Q2 | $684K | Buy |
4,503
+700
| +18% | +$106K | 0.13% | 90 |
|
|
2024
Q1 | $595K | Buy |
+3,803
| New | +$595K | 0.12% | 100 |
|