IHT Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
4,034
-235
| -6% | -$37.8K | 0.02% | 625 |
|
|
2025
Q1 | $709K | Sell |
4,269
-148
| -3% | -$24.6K | 0.02% | 565 |
|
|
2024
Q4 | $761K | Sell |
4,417
-853
| -16% | -$147K | 0.02% | 543 |
|
|
2024
Q3 | $891K | Buy |
5,270
+1,204
| +30% | +$204K | 0.03% | 530 |
|
|
2024
Q2 | $617K | Buy |
4,066
+70
| +2% | +$10.6K | 0.02% | 572 |
|
|
2024
Q1 | $625K | Sell |
3,996
-25
| -0.6% | -$3.91K | 0.03% | 563 |
|
|
2023
Q4 | $574K | Sell |
4,021
-47
| -1% | -$6.71K | 0.03% | 548 |
|
|
2023
Q3 | $440K | Buy |
4,068
+318
| +8% | +$34.4K | 0.02% | 595 |
|
|
2023
Q2 | $433K | Sell |
3,750
-32
| -0.8% | -$3.7K | 0.02% | 593 |
|
|
2023
Q1 | $424K | Buy |
+3,782
| New | +$424K | 0.02% | 559 |
|
|
2018
Q2 | – | Sell |
-1,128
| Closed | -$173K | – | 1210 |
|
|
2018
Q1 | $173K | Sell |
1,128
-863
| -43% | -$132K | 0.05% | 379 |
|
|
2017
Q4 | $337K | Buy |
1,991
+1,812
| +1,012% | +$307K | 0.09% | 264 |
|
|
2017
Q3 | $29K | Sell |
179
-890
| -83% | -$144K | 0.01% | 665 |
|
|
2017
Q2 | $60 | Buy |
1,069
+158
| +17% | +$9 | 0.03% | 470 |
|
|
2017
Q1 | $155K | Buy |
911
+46
| +5% | +$7.83K | 0.1% | 223 |
|
|
2016
Q4 | $158K | Buy |
+865
| New | +$158K | 0.12% | 198 |
|