Legacy Wealth Asset Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.55M | Sell |
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|
2025
Q2 | $2.21M | Buy |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $970K | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $933K | Buy |
|