DAS
Diversify Advisory Services’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
9,339
+7,938
| +567% | +$1.34M | 0.06% | 226 |
|
|
2025
Q1 | $220K | Sell |
1,401
-136
| -9% | -$21.3K | 0.01% | 593 |
|
|
2024
Q4 | $263K | Buy |
+1,537
| New | +$263K | 0.01% | 518 |
|
|
2024
Q2 | – | Sell |
-3,870
| Closed | -$594K | – | 708 |
|
|
2024
Q1 | $594K | Buy |
+3,870
| New | +$594K | 0.04% | 379 |
|