Cornerstone Wealth Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Buy |
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|
2025
Q2 | $263K | Buy |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $262K | Buy |
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|
2023
Q4 | $238K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Sell |
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|
2018
Q2 | $388K | Buy |
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