Impact Partnership Wealth’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$685K Sell
2024
Q4
$845K Buy
2024
Q3
$825K Sell
2024
Q2
$741K Buy
2024
Q1
$59.4K Sell
2023
Q4
$813K Buy
2023
Q3
$479K Sell
2023
Q2
$577K Buy