Cornerstone Wealth Group’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 | $4.21M | Buy |
26,175
+1,658
| +7% | +$267K | 0.32% | 86 |
|
|
2025
Q1 | $4.07M | Buy |
24,517
+1,359
| +6% | +$226K | 0.34% | 87 |
|
|
2024
Q4 | $3.99M | Buy |
23,158
+493
| +2% | +$84.9K | 0.33% | 80 |
|
|
2024
Q3 | $3.83M | Buy |
22,665
+423
| +2% | +$71.5K | 0.32% | 88 |
|
|
2024
Q2 | $3.38M | Buy |
22,242
+1,704
| +8% | +$259K | 0.3% | 84 |
|
|
2024
Q1 | $3.21M | Buy |
+20,538
| New | +$3.21M | 0.3% | 86 |
|