Cornerstone Wealth Management’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 | $263K | Buy |
1,637
+10
| +0.6% | +$1.61K | 0.02% | 546 |
|
|
2025
Q1 | $270K | Buy |
1,627
+4
| +0.2% | +$664 | 0.02% | 501 |
|
|
2024
Q4 | $280K | Sell |
1,623
-47
| -3% | -$8.1K | 0.02% | 482 |
|
|
2024
Q3 | $282K | Sell |
1,670
-141
| -8% | -$23.8K | 0.02% | 471 |
|
|
2024
Q2 | $275K | Buy |
1,811
+139
| +8% | +$21.1K | 0.02% | 451 |
|
|
2024
Q1 | $262K | Buy |
1,672
+4
| +0.2% | +$626 | 0.02% | 462 |
|
|
2023
Q4 | $238K | Buy |
+1,668
| New | +$238K | 0.02% | 464 |
|
|
2019
Q2 | – | Sell |
-565
| Closed | -$215K | – | 479 |
|
|
2019
Q1 | $215K | Buy |
+565
| New | +$215K | 0.03% | 472 |
|
|
2018
Q4 | – | Sell |
-36,975
| Closed | -$230K | – | 1021 |
|
|
2018
Q3 | $230K | Sell |
36,975
-28,945
| -44% | -$180K | ﹤0.01% | 1154 |
|
|
2018
Q2 | $388K | Buy |
+65,920
| New | +$388K | ﹤0.01% | 1092 |
|