Highline Wealth Partners’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 | $782K | Sell |
4,865
-23
| -0.5% | -$3.7K | 0.23% | 60 |
|
|
2025
Q1 | $812K | Buy |
4,888
+9
| +0.2% | +$1.5K | 0.27% | 59 |
|
|
2024
Q4 | $840K | Buy |
4,879
+14
| +0.3% | +$2.41K | 0.27% | 58 |
|
|
2024
Q3 | $822K | Buy |
4,865
+5
| +0.1% | +$845 | 0.28% | 61 |
|
|
2024
Q2 | $738K | Buy |
4,860
+19
| +0.4% | +$2.88K | 0.28% | 61 |
|
|
2024
Q1 | $758K | Sell |
4,841
-1
| -0% | -$156 | 0.31% | 62 |
|
|
2023
Q4 | $691K | Hold |
4,842
| – | – | 0.33% | 64 |
|
|
2023
Q3 | $523K | Hold |
4,842
| – | – | 0.32% | 68 |
|
|
2023
Q2 | $559K | Hold |
4,842
| – | – | 0.35% | 67 |
|
|
2023
Q1 | $542K | Buy |
4,842
+1
| +0% | +$112 | 0.37% | 65 |
|
|
2022
Q4 | $569K | Hold |
4,841
| – | – | 0.42% | 65 |
|
|
2022
Q3 | $434K | Buy |
+4,841
| New | +$434K | 0.35% | 63 |
|