Market Street Wealth Management Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
2,957
+27
| +0.9% | +$4.34K | 0.08% | 72 |
|
|
2025
Q1 | $487K | Buy |
2,930
+5
| +0.2% | +$830 | 0.08% | 71 |
|
|
2024
Q4 | $504K | Buy |
2,925
+77
| +3% | +$13.3K | 0.08% | 69 |
|
|
2024
Q3 | $481K | Buy |
2,848
+6
| +0.2% | +$1.01K | 0.08% | 71 |
|
|
2024
Q2 | $431K | Buy |
2,842
+2
| +0.1% | +$304 | 0.07% | 74 |
|
|
2024
Q1 | $444K | Buy |
2,840
+13
| +0.5% | +$2.03K | 0.08% | 78 |
|
|
2023
Q4 | $403K | Sell |
2,827
-23
| -0.8% | -$3.28K | 0.08% | 83 |
|
|
2023
Q3 | $308K | Buy |
2,850
+27
| +1% | +$2.92K | 0.08% | 84 |
|
|
2023
Q2 | $326K | Sell |
2,823
-24
| -0.8% | -$2.77K | 0.08% | 78 |
|
|
2023
Q1 | $319K | Buy |
2,847
+24
| +0.9% | +$2.69K | 0.08% | 85 |
|
|
2022
Q4 | $332K | Hold |
2,823
| – | – | 0.1% | 81 |
|
|
2022
Q3 | $253K | Hold |
2,823
| – | – | 0.08% | 83 |
|
|
2022
Q2 | $268K | Hold |
2,823
| – | – | 0.08% | 77 |
|
|
2022
Q1 | $371K | Hold |
2,823
| – | – | 0.13% | 64 |
|
|
2021
Q4 | $451K | Buy |
2,823
+193
| +7% | +$30.8K | 0.15% | 57 |
|
|
2021
Q3 | $342K | Hold |
2,630
| – | – | 0.14% | 60 |
|
|
2021
Q2 | $343K | Hold |
2,630
| – | – | 0.15% | 56 |
|
|
2021
Q1 | $299K | Hold |
2,630
| – | – | 0.18% | 55 |
|
|
2020
Q4 | $224K | Sell |
2,630
-533
| -17% | -$45.4K | 0.17% | 42 |
|
|
2020
Q3 | $205K | Hold |
3,163
| – | – | 0.18% | 41 |
|
|
2020
Q2 | $216K | Buy |
+3,163
| New | +$216K | 0.2% | 44 |
|