LA
Legacy Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,460
| Closed | -$251K | – | 460 |
|
|
2024
Q4 | $251K | Sell |
1,460
-46
| -3% | -$7.92K | 0.02% | 341 |
|
|
2024
Q3 | $255K | Buy |
1,506
+101
| +7% | +$17.1K | 0.03% | 323 |
|
|
2024
Q2 | $213K | Buy |
1,405
+97
| +7% | +$14.7K | 0.03% | 310 |
|
|
2024
Q1 | $207K | Buy |
+1,308
| New | +$207K | 0.03% | 297 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$32K | – | 297 |
|
|
2019
Q2 | $32K | Hold |
200
| – | – | 0.02% | 232 |
|
|
2019
Q1 | $36K | Buy |
+200
| New | +$36K | 0.01% | 240 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$35K | – | 349 |
|
|
2018
Q3 | $35K | Buy |
+200
| New | +$35K | 0.02% | 262 |
|
|
2018
Q2 | – | Sell |
-43
| Closed | -$7K | – | 453 |
|
|
2018
Q1 | $7K | Buy |
+43
| New | +$7K | 0.01% | 291 |
|