FSA
Fort Sheridan Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
1,789
+200
| +13% | +$32.2K | 0.04% | 207 |
|
|
2025
Q1 | $264K | Sell |
1,589
-150
| -9% | -$24.9K | 0.04% | 206 |
|
|
2024
Q4 | $299K | Hold |
1,739
| – | – | 0.04% | 202 |
|
|
2024
Q3 | $294K | Buy |
1,739
+300
| +21% | +$50.7K | 0.04% | 204 |
|
|
2024
Q2 | $218K | Buy |
+1,439
| New | +$218K | 0.04% | 217 |
|