KWA
Kingswood Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,647
| Closed | -$278K | – | 890 |
|
|
2024
Q3 | $278K | Buy |
+1,647
| New | +$278K | 0.02% | 597 |
|
|
2024
Q2 | – | Sell |
-3,082
| Closed | -$482K | – | 706 |
|
|
2024
Q1 | $482K | Buy |
3,082
+1,403
| +84% | +$220K | 0.06% | 358 |
|
|
2023
Q4 | $239K | Buy |
+1,679
| New | +$239K | 0.03% | 533 |
|