J.W. Cole Advisors’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
Q3 | $1.12M | Buy |
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|
2025
Q2 | $882K | Buy |
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|
2025
Q1 | $895K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $473K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $375K | Buy |
|