Market Street Wealth Management Advisors’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 | $547K | Sell |
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|
2025
Q2 | $475K | Buy |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $481K | Buy |
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|
2024
Q2 | $431K | Buy |
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|
2024
Q1 | $444K | Buy |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $332K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $342K | Hold |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $299K | Hold |
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|
2020
Q4 | $224K | Sell |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $216K | Buy |
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