Elevatus Welath 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
2024
Q4
Sell
-38,340
Closed -$6.48M 116
2024
Q3
$6.48M Buy
38,340
+5,835
+18% +$986K 2.12% 16
2024
Q2
$4.93M Buy
+32,505
New +$4.93M 1.85% 16
2023
Q3
Sell
-26,530
Closed -$3.06M 84
2023
Q2
$3.06M Buy
+26,530
New +$3.06M 2.13% 20