GC Wealth Management RIA’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
7,530
-481
| -6% | -$77.3K | 0.1% | 181 |
|
|
2025
Q1 | $1.33M | Buy |
8,011
+603
| +8% | +$100K | 0.24% | 89 |
|
|
2024
Q4 | $1.28M | Buy |
7,408
+1,198
| +19% | +$206K | 0.22% | 93 |
|
|
2024
Q3 | $1.05M | Buy |
6,210
+830
| +15% | +$140K | 0.18% | 107 |
|
|
2024
Q2 | $817K | Buy |
5,380
+3,428
| +176% | +$520K | 0.16% | 117 |
|
|
2024
Q1 | $305K | Buy |
1,952
+181
| +10% | +$28.3K | 0.06% | 220 |
|
|
2023
Q4 | $253K | Buy |
+1,771
| New | +$253K | 0.11% | 182 |
|