JTC Employer Solutions Trustee’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
$66K Hold
412
0.01% 219
2025
Q1
$68K Hold
412
0.01% 224
2024
Q4
$70K Hold
412
0.01% 225
2024
Q3
$70K Hold
412
﹤0.01% 230
2024
Q2
$63K Hold
412
﹤0.01% 235
2024
Q1
$64K Hold
412
﹤0.01% 240
2023
Q4
$59K Hold
412
0.01% 240
2023
Q3
$45K Hold
412
﹤0.01% 262
2023
Q2
$48K Hold
412
﹤0.01% 265
2023
Q1
$46K Hold
412
﹤0.01% 269
2022
Q4
$48K Hold
412
﹤0.01% 269
2022
Q3
$37K Hold
412
0.01% 235
2022
Q2
$39K Hold
412
0.01% 209
2022
Q1
$54K Hold
412
0.01% 201
2021
Q4
$66K Hold
412
0.01% 196
2021
Q3
$54K Buy
+412
New +$54K 0.01% 211