IAG 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 | $50.6K | Hold |
315
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $52.3K | Hold |
315
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $54.2K | Hold |
315
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $53.2K | Hold |
315
| – | – | 0.01% | 181 |
|
|
2024
Q2 | $47.8K | Buy |
+315
| New | +$47.8K | 0.01% | 181 |
|
|
2020
Q3 | – | Sell |
-5
| Closed | -$1K | – | 425 |
|
|
2020
Q2 | $1K | Sell |
5
-8
| -62% | -$1.6K | ﹤0.01% | 407 |
|
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 404 |
|
|
2019
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 391 |
|