LWAM
Legacy Wealth Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
13,768
+66
| +0.5% | +$10.6K | 0.56% | 36 |
|
|
2025
Q1 | $2.28M | Sell |
13,702
-214
| -2% | -$35.5K | 0.63% | 30 |
|
|
2024
Q4 | $2.4M | Sell |
13,916
-297
| -2% | -$51.1K | 0.65% | 25 |
|
|
2024
Q3 | $2.4M | Buy |
14,213
+190
| +1% | +$32.1K | 0.64% | 27 |
|
|
2024
Q2 | $2.13M | Buy |
14,023
+2,083
| +17% | +$316K | 0.6% | 35 |
|
|
2024
Q1 | $1.87M | Buy |
11,940
+32
| +0.3% | +$5.01K | 0.52% | 46 |
|
|
2023
Q4 | $1.7M | Buy |
11,908
+245
| +2% | +$34.9K | 0.56% | 48 |
|
|
2023
Q3 | $1.26M | Sell |
11,663
-121
| -1% | -$13.1K | 0.46% | 64 |
|
|
2023
Q2 | $1.36M | Buy |
11,784
+79
| +0.7% | +$9.12K | 0.48% | 57 |
|
|
2023
Q1 | $1.31M | Sell |
11,705
-9
| -0.1% | -$1.01K | 0.47% | 54 |
|
|
2022
Q4 | $1.38M | Sell |
11,714
-200
| -2% | -$23.5K | 0.52% | 50 |
|
|
2022
Q3 | $1.07M | Buy |
11,914
+1,696
| +17% | +$152K | 0.47% | 64 |
|
|
2022
Q2 | $970K | Buy |
10,218
+68
| +0.7% | +$6.46K | 0.39% | 76 |
|
|
2022
Q1 | $1.34M | Buy |
10,150
+54
| +0.5% | +$7.1K | 0.48% | 57 |
|
|
2021
Q4 | $1.61M | Buy |
10,096
+162
| +2% | +$25.9K | 0.55% | 25 |
|
|
2021
Q3 | $1.29M | Sell |
9,934
-662
| -6% | -$86K | 0.59% | 27 |
|
|
2021
Q2 | $1.38M | Sell |
10,596
-225
| -2% | -$29.4K | 0.61% | 21 |
|
|
2021
Q1 | $1.23M | Sell |
10,821
-124
| -1% | -$14.1K | 0.57% | 28 |
|
|
2020
Q4 | $933K | Buy |
+10,945
| New | +$933K | 0.47% | 48 |
|