Impact Partnership Wealth’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 | – | Sell |
-4,123
| Closed | -$685K | – | 348 |
|
|
2025
Q1 | $685K | Sell |
4,123
-785
| -16% | -$130K | 0.15% | 78 |
|
|
2024
Q4 | $845K | Buy |
4,908
+26
| +0.5% | +$4.48K | 0.17% | 67 |
|
|
2024
Q3 | $825K | Sell |
4,882
-1
| -0% | -$169 | 0.19% | 62 |
|
|
2024
Q2 | $741K | Buy |
4,883
+4,504
| +1,188% | +$684K | 0.19% | 68 |
|
|
2024
Q1 | $59.4K | Sell |
379
-5,323
| -93% | -$834K | 0.02% | 299 |
|
|
2023
Q4 | $813K | Buy |
5,702
+1,264
| +28% | +$180K | 0.3% | 44 |
|
|
2023
Q3 | $479K | Sell |
4,438
-556
| -11% | -$60.1K | 0.15% | 76 |
|
|
2023
Q2 | $577K | Buy |
+4,994
| New | +$577K | 0.2% | 53 |
|