MWA
MFA Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Hold |
2,898
| – | – | 0.11% | 69 |
|
|
2025
Q1 | $481K | Buy |
+2,898
| New | +$481K | 0.12% | 61 |
|
|
2024
Q4 | – | Sell |
-2,898
| Closed | -$490K | – | 345 |
|
|
2024
Q3 | $490K | Buy |
2,898
+198
| +7% | +$33.5K | 0.11% | 63 |
|
|
2024
Q2 | $410K | Hold |
2,700
| – | – | 0.09% | 67 |
|
|
2024
Q1 | $423K | Hold |
2,700
| – | – | 0.11% | 68 |
|
|
2023
Q4 | $385K | Buy |
+2,700
| New | +$385K | 0.11% | 73 |
|