IWA
IBEX Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,346
| Closed | -$404K | – | 198 |
|
|
2024
Q4 | $404K | Buy |
+2,346
| New | +$404K | 0.05% | 157 |
|
|
2023
Q1 | $1.27M | Buy |
+11,297
| New | +$1.27M | 0.33% | 68 |
|
|
2022
Q1 | – | Sell |
-16,393
| Closed | -$2.62M | – | 201 |
|
|
2021
Q4 | $2.62M | Buy |
16,393
+1,313
| +9% | +$210K | 0.46% | 78 |
|
|
2021
Q3 | $1.96M | Buy |
15,080
+1,751
| +13% | +$228K | 0.38% | 87 |
|
|
2021
Q2 | $1.74M | Buy |
13,329
+494
| +4% | +$64.5K | 0.35% | 92 |
|
|
2021
Q1 | $1.46M | Buy |
+12,835
| New | +$1.46M | 0.36% | 84 |
|
|
2016
Q4 | – | Sell |
-4,351
| Closed | -$901K | – | 466 |
|
|
2016
Q3 | $901K | Buy |
+4,351
| New | +$901K | 0.49% | 68 |
|