Diversify Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
3,046
-190
| -6% | -$32.2K | 0.03% | 364 |
|
|
2025
Q1 | $507K | Buy |
3,236
+201
| +7% | +$31.5K | 0.04% | 360 |
|
|
2024
Q4 | $519K | Buy |
3,035
+74
| +2% | +$12.7K | 0.04% | 345 |
|
|
2024
Q3 | $515K | Buy |
2,961
+87
| +3% | +$15.1K | 0.05% | 310 |
|
|
2024
Q2 | $425K | Buy |
+2,874
| New | +$425K | 0.05% | 306 |
|