KWM
Kingsview Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Sell |
44,945
-176,287
| -80% | -$28.3M | 0.12% | 178 |
|
|
2025
Q1 | $36.7M | Buy |
221,232
+219,742
| +14,748% | +$36.5M | 0.69% | 30 |
|
|
2024
Q4 | $257K | Buy |
1,490
+2
| +0.1% | +$345 | 0.01% | 964 |
|
|
2024
Q3 | $252K | Sell |
1,488
-151
| -9% | -$25.5K | 0.01% | 941 |
|
|
2024
Q2 | $249K | Buy |
+1,639
| New | +$249K | 0.01% | 908 |
|
|
2024
Q1 | – | Sell |
-1,592
| Closed | -$227K | – | 1066 |
|
|
2023
Q4 | $227K | Buy |
+1,592
| New | +$227K | 0.01% | 859 |
|
|
2023
Q2 | – | Sell |
-25,715
| Closed | -$2.88M | – | 972 |
|
|
2023
Q1 | $2.88M | Buy |
+25,715
| New | +$2.88M | 0.12% | 182 |
|
|
2022
Q4 | – | Sell |
-3,804
| Closed | -$341K | – | 900 |
|
|
2022
Q3 | $341K | Buy |
3,804
+356
| +10% | +$31.9K | 0.02% | 601 |
|
|
2022
Q2 | $327K | Buy |
3,448
+193
| +6% | +$18.3K | 0.02% | 639 |
|
|
2022
Q1 | $428K | Buy |
+3,255
| New | +$428K | 0.02% | 607 |
|
|
2020
Q4 | – | Sell |
-3,972
| Closed | -$257K | – | 727 |
|
|
2020
Q3 | $257K | Buy |
+3,972
| New | +$257K | 0.02% | 511 |
|