Continuum Advisory’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 | – | Sell |
-193
| Closed | -$32.1K | – | 1401 |
|
|
2025
Q1 | $32.1K | Buy |
193
+156
| +422% | +$25.9K | ﹤0.01% | 771 |
|
|
2024
Q4 | $6.37K | Hold |
37
| – | – | ﹤0.01% | 1086 |
|
|
2024
Q3 | $6.6K | Buy |
37
+18
| +95% | +$3.21K | ﹤0.01% | 1092 |
|
|
2024
Q2 | $2.88K | Hold |
19
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q1 | $2.83K | Buy |
+19
| New | +$2.83K | ﹤0.01% | 1202 |
|
|
2022
Q2 | – | Sell |
-4,192
| Closed | -$372K | – | 417 |
|
|
2022
Q1 | $372K | Buy |
+4,192
| New | +$372K | 0.07% | 283 |
|