CIA
Concurrent Investment Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
43,850
-7,230
| -14% | -$1.16M | 0.14% | 159 |
|
|
2025
Q1 | $8.48M | Buy |
51,080
+4,868
| +11% | +$808K | 0.21% | 108 |
|
|
2024
Q4 | $7.96M | Buy |
46,212
+15,325
| +50% | +$2.64M | 0.21% | 100 |
|
|
2024
Q3 | $5.22M | Buy |
30,887
+151
| +0.5% | +$25.5K | 0.15% | 140 |
|
|
2024
Q2 | $4.67M | Buy |
30,736
+369
| +1% | +$56K | 0.15% | 145 |
|
|
2024
Q1 | $4.75M | Sell |
30,367
-3
| -0% | -$469 | 0.19% | 121 |
|
|
2023
Q4 | $4.33M | Buy |
+30,370
| New | +$4.33M | 0.2% | 113 |
|