Evoke Wealth’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
2026
Q1
Sell
2025
Q4
$207K Buy
2022
Q4
Sell
2022
Q3
$17K Buy
2022
Q2
$17K Sell
2022
Q1
$28K Sell
2021
Q4
$349K Hold
2021
Q3
$283K Hold
2021
Q2
$285K Sell
2021
Q1
$253K Buy
2020
Q4
$189K Buy
2020
Q3
$135K Sell
2020
Q2
$143K Buy
2020
Q1
$80.3K Buy
2019
Q4
$142K Buy
2019
Q3
$102K Buy