EverSource Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $536K | Buy |
|
|||||
|
2025
Q2 | $418K | Buy |
|
|||||
|
2025
Q1 | $326K | Sell |
|
|||||
|
2024
Q4 | $349K | Buy |
|
|||||
|
2024
Q3 | $325K | Buy |
|
|||||
|
2024
Q2 | $289K | Buy |
|
|||||
|
2024
Q1 | $262K | Sell |
|
|||||
|
2023
Q4 | $272K | Sell |
|
|||||
|
2023
Q3 | $875K | Sell |
|
|||||
|
2023
Q2 | $1.08M | Buy |
|
|||||
|
2023
Q1 | $635K | Buy |
|
|||||
|
2022
Q4 | $633K | Buy |
|
|||||
|
2022
Q3 | $35K | Sell |
|
|||||
|
2022
Q2 | $44K | Buy |
|
|||||
|
2022
Q1 | $36K | Buy |
|
|||||
|
2021
Q4 | $30K | Buy |
|