CWM
ClientFirst Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
1,593
| – | – | 0.26% | 42 |
|
|
2025
Q1 | $265K | Hold |
1,593
| – | – | 0.3% | 38 |
|
|
2024
Q4 | $274K | Buy |
+1,593
| New | +$274K | 0.28% | 36 |
|
|
2022
Q2 | – | Sell |
-1,593
| Closed | -$209K | – | 31 |
|
|
2022
Q1 | $209K | Hold |
1,593
| – | – | 0.19% | 28 |
|
|
2021
Q4 | $209K | Buy |
+1,593
| New | +$209K | 0.19% | 29 |
|