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Geller Advisors’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$376K Sell
2,181
-27
-1% -$4.65K 0.02% 173
2024
Q3
$373K Sell
2,208
-1,738
-44% -$294K 0.03% 175
2024
Q2
$599K Sell
3,946
-6
-0.2% -$911 0.04% 116
2024
Q1
$618K Buy
3,952
+54
+1% +$8.45K 0.05% 115
2023
Q4
$556K Sell
3,898
-257
-6% -$36.7K 0.05% 113
2023
Q3
$449K Buy
4,155
+282
+7% +$30.5K 0.05% 129
2023
Q2
$447K Buy
+3,873
New +$447K 0.06% 133