Dogwood 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 | $8.66K | Buy |
53
+33
| +165% | +$5.39K | ﹤0.01% | 312 |
|
|
2025
Q1 | $3.32K | Buy |
+20
| New | +$3.32K | ﹤0.01% | 284 |
|
|
2024
Q4 | – | Hold |
0
| – | -$5 | – | 592 |
|
|
2024
Q3 | – | Hold |
0
| – | -$5 | – | 339 |
|
|
2024
Q2 | – | Hold |
0
| – | -$5 | – | 364 |
|
|
2024
Q1 | – | Hold |
0
| – | -$6 | – | 369 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 374 |
|