Envestnet Portfolio Solutions’s Simon Property Group SPG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.24M | Sell |
7,728
-1,118
| -13% | -$180K | ﹤0.01% | 713 |
|
2025
Q1 | $1.47M | Sell |
8,846
-3,422
| -28% | -$568K | 0.01% | 684 |
|
2024
Q4 | $2.11M | Sell |
12,268
-15,990
| -57% | -$2.75M | 0.01% | 647 |
|
2024
Q3 | $4.78M | Buy |
28,258
+1,310
| +5% | +$221K | 0.02% | 403 |
|
2024
Q2 | $4.09M | Buy |
26,948
+2,016
| +8% | +$306K | 0.01% | 420 |
|
2024
Q1 | $3.9M | Buy |
24,932
+431
| +2% | +$67.4K | 0.01% | 446 |
|
2023
Q4 | $3.49M | Buy |
24,501
+1,233
| +5% | +$176K | 0.01% | 429 |
|
2023
Q3 | $2.51M | Buy |
+23,268
| New | +$2.51M | 0.01% | 483 |
|