CoreCap Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
679
-171
| -20% | -$27.5K | ﹤0.01% | 948 |
|
|
2025
Q1 | $141K | Sell |
850
-56
| -6% | -$9.3K | 0.01% | 780 |
|
|
2024
Q4 | $156K | Buy |
906
+205
| +29% | +$35.3K | 0.01% | 774 |
|
|
2024
Q3 | $119K | Buy |
+701
| New | +$119K | 0.01% | 843 |
|
|
2024
Q2 | – | Sell |
-507
| Closed | -$79.3K | – | 2463 |
|
|
2024
Q1 | $79.3K | Buy |
+507
| New | +$79.3K | ﹤0.01% | 934 |
|
|
2022
Q4 | $38.3K | Buy |
+325
| New | +$38.3K | ﹤0.01% | 1081 |
|
|
2022
Q3 | – | Sell |
-8,740
| Closed | -$830K | – | 1854 |
|
|
2022
Q2 | $830K | Buy |
8,740
+2,619
| +43% | +$249K | 0.06% | 243 |
|
|
2022
Q1 | $805K | Buy |
6,121
+2,209
| +56% | +$291K | 0.06% | 268 |
|
|
2021
Q4 | $625K | Buy |
+3,912
| New | +$625K | 0.04% | 318 |
|