LWL
Leo Wealth LLC’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+1,407
| New | +$226K | 0.02% | 358 |
|
|
2025
Q1 | – | Sell |
-1,418
| Closed | -$244K | – | 358 |
|
|
2024
Q4 | $244K | Sell |
1,418
-210
| -13% | -$36.2K | 0.02% | 314 |
|
|
2024
Q3 | $275K | Sell |
1,628
-79
| -5% | -$13.4K | 0.03% | 289 |
|
|
2024
Q2 | $258K | Sell |
1,707
-113
| -6% | -$17.1K | 0.03% | 292 |
|
|
2024
Q1 | $284K | Buy |
1,820
+159
| +10% | +$24.8K | 0.03% | 274 |
|
|
2023
Q4 | $238K | Buy |
+1,661
| New | +$238K | 0.02% | 289 |
|