GSWM
Golden State Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.3K | Hold |
263
| – | – | 0.01% | 685 |
|
|
2025
Q1 | $43.7K | Hold |
263
| – | – | 0.01% | 618 |
|
|
2024
Q4 | $45.3K | Buy |
+263
| New | +$45.3K | 0.01% | 599 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 453 |
|
|
2020
Q2 | – | Sell |
-142
| Closed | -$8K | – | 775 |
|
|
2020
Q1 | $8K | Buy |
+142
| New | +$8K | ﹤0.01% | 662 |
|
|
2019
Q4 | – | Sell |
-169
| Closed | -$26K | – | 779 |
|
|
2019
Q3 | $26K | Buy |
169
+1
| +0.6% | +$154 | 0.01% | 568 |
|
|
2019
Q2 | $26K | Hold |
168
| – | – | 0.01% | 571 |
|
|
2019
Q1 | $31K | Buy |
+168
| New | +$31K | 0.01% | 540 |
|