Integrated Wealth Concepts’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 | $1.53M | Buy |
9,543
+1,572
| +20% | +$253K | 0.02% | 727 |
|
|
2025
Q1 | $1.32M | Sell |
7,971
-2,555
| -24% | -$424K | 0.02% | 708 |
|
|
2024
Q4 | $1.81M | Sell |
10,526
-387
| -4% | -$66.6K | 0.02% | 598 |
|
|
2024
Q3 | $1.84M | Buy |
10,913
+2,870
| +36% | +$485K | 0.02% | 568 |
|
|
2024
Q2 | $1.22M | Sell |
8,043
-14
| -0.2% | -$2.13K | 0.02% | 672 |
|
|
2024
Q1 | $1.26M | Buy |
8,057
+213
| +3% | +$33.3K | 0.02% | 669 |
|
|
2023
Q4 | $1.12M | Sell |
7,844
-659
| -8% | -$94K | 0.02% | 684 |
|
|
2023
Q3 | $919K | Sell |
8,503
-346
| -4% | -$37.4K | 0.02% | 728 |
|
|
2023
Q2 | $1.02M | Sell |
8,849
-1,203
| -12% | -$139K | 0.02% | 671 |
|
|
2023
Q1 | $1.13M | Buy |
10,052
+3,423
| +52% | +$383K | 0.02% | 572 |
|
|
2022
Q4 | $779K | Sell |
6,629
-1,147
| -15% | -$135K | 0.02% | 528 |
|
|
2022
Q3 | $698K | Buy |
7,776
+1,016
| +15% | +$91.2K | 0.02% | 503 |
|
|
2022
Q2 | $642K | Buy |
6,760
+4,467
| +195% | +$424K | 0.02% | 533 |
|
|
2022
Q1 | $302K | Sell |
2,293
-3,385
| -60% | -$446K | 0.01% | 736 |
|
|
2021
Q4 | $907K | Buy |
+5,678
| New | +$907K | 0.03% | 457 |
|
|
2021
Q2 | – | Sell |
-1,844
| Closed | -$210K | – | 835 |
|
|
2021
Q1 | $210K | Buy |
+1,844
| New | +$210K | 0.01% | 688 |
|