Elevation Wealth Partners’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 | $292K | Hold |
1,819
| – | – | 0.12% | 97 |
|
|
2025
Q1 | $302K | Hold |
1,819
| – | – | 0.13% | 88 |
|
|
2024
Q4 | $313K | Sell |
1,819
-200
| -10% | -$34.4K | 0.13% | 87 |
|
|
2024
Q3 | $341K | Hold |
2,019
| – | – | 0.15% | 83 |
|
|
2024
Q2 | $306K | Hold |
2,019
| – | – | 0.15% | 83 |
|
|
2024
Q1 | $316K | Hold |
2,019
| – | – | 0.16% | 86 |
|
|
2023
Q4 | $218K | Buy |
+2,019
| New | +$218K | 0.13% | 94 |
|
|
2023
Q2 | – | Sell |
-508
| Closed | -$56.8K | – | 371 |
|
|
2023
Q1 | $56.8K | Buy |
+508
| New | +$56.8K | 0.05% | 142 |
|