JFS Wealth Advisors’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 | $7.07K | Sell |
44
-3
| -6% | -$482 | ﹤0.01% | 970 |
|
|
2025
Q1 | $7.81K | Buy |
47
+37
| +370% | +$6.15K | ﹤0.01% | 961 |
|
|
2024
Q4 | $1.72K | Hold |
10
| – | – | ﹤0.01% | 1536 |
|
|
2024
Q3 | $1.69K | Hold |
10
| – | – | ﹤0.01% | 1556 |
|
|
2024
Q2 | $1.52K | Sell |
10
-1
| -9% | -$152 | ﹤0.01% | 1540 |
|
|
2024
Q1 | $1.72K | Sell |
11
-3
| -21% | -$470 | ﹤0.01% | 1501 |
|
|
2023
Q4 | $2K | Sell |
14
-296
| -95% | -$42.2K | ﹤0.01% | 1436 |
|
|
2023
Q3 | $33.5K | Hold |
310
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $35.8K | Hold |
310
| – | – | ﹤0.01% | 417 |
|
|
2023
Q1 | $34.7K | Hold |
310
| – | – | ﹤0.01% | 423 |
|
|
2022
Q4 | $36.4K | Hold |
310
| – | – | ﹤0.01% | 412 |
|
|
2022
Q3 | $28K | Hold |
310
| – | – | ﹤0.01% | 496 |
|
|
2022
Q2 | $29K | Buy |
310
+300
| +3,000% | +$28.1K | ﹤0.01% | 514 |
|
|
2022
Q1 | $1K | Sell |
10
-46
| -82% | -$4.6K | ﹤0.01% | 1732 |
|
|
2021
Q4 | $9K | Hold |
56
| – | – | ﹤0.01% | 709 |
|
|
2021
Q3 | $7K | Buy |
+56
| New | +$7K | ﹤0.01% | 690 |
|
|
2015
Q3 | – | Sell |
-7
| Closed | -$1K | – | 563 |
|
|
2015
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 493 |
|
|
2015
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 494 |
|
|
2014
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 507 |
|
|
2014
Q3 | $1K | Buy |
7
+1
| +17% | +$143 | ﹤0.01% | 463 |
|
|
2014
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 458 |
|