CWM
Compass 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 | – | Sell |
-345
| Closed | -$57.3K | – | 366 |
|
|
2025
Q1 | $57.3K | Hold |
345
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $59.4K | Hold |
345
| – | – | 0.01% | 228 |
|
|
2024
Q3 | $58.3K | Hold |
345
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $52.4K | Hold |
345
| – | – | 0.01% | 241 |
|
|
2024
Q1 | $54K | Hold |
345
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $49.2K | Hold |
345
| – | – | 0.01% | 246 |
|
|
2023
Q3 | $37.3K | Hold |
345
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $39.8K | Hold |
345
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $38.6K | Hold |
345
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $40.5K | Buy |
+345
| New | +$40.5K | 0.01% | 255 |
|