LWA
Lantern Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
+2,775
| New | +$446K | 0.27% | 86 |
|
|
2024
Q4 | $478K | Hold |
2,775
| – | – | 0.31% | 79 |
|
|
2024
Q3 | $469K | Sell |
2,775
-100
| -3% | -$16.9K | 0.33% | 76 |
|
|
2024
Q2 | $436K | Sell |
2,875
-548
| -16% | -$83.2K | 0.32% | 74 |
|
|
2024
Q1 | $536K | Buy |
3,423
+7
| +0.2% | +$1.1K | 0.38% | 70 |
|
|
2023
Q4 | $487K | Buy |
+3,416
| New | +$487K | 0.38% | 65 |
|