Mission Wealth Management’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 | $284K | Sell |
1,769
-7
| -0.4% | -$1.13K | 0.01% | 564 |
|
|
2025
Q1 | $295K | Sell |
1,776
-198
| -10% | -$32.9K | 0.01% | 527 |
|
|
2024
Q4 | $340K | Buy |
1,974
+157
| +9% | +$27K | 0.01% | 505 |
|
|
2024
Q3 | $307K | Buy |
1,817
+366
| +25% | +$61.9K | 0.01% | 521 |
|
|
2024
Q2 | $220K | Sell |
1,451
-956
| -40% | -$145K | 0.01% | 568 |
|
|
2024
Q1 | $377K | Buy |
2,407
+618
| +35% | +$96.7K | 0.01% | 474 |
|
|
2023
Q4 | $255K | Sell |
1,789
-81
| -4% | -$11.6K | 0.01% | 489 |
|
|
2023
Q3 | $202K | Buy |
1,870
+27
| +1% | +$2.92K | 0.01% | 498 |
|
|
2023
Q2 | $213K | Sell |
1,843
-61
| -3% | -$7.04K | 0.01% | 490 |
|
|
2023
Q1 | $213K | Buy |
1,904
+85
| +5% | +$9.52K | 0.01% | 476 |
|
|
2022
Q4 | $214K | Buy |
+1,819
| New | +$214K | 0.01% | 458 |
|
|
2022
Q2 | – | Sell |
-1,759
| Closed | -$231K | – | 515 |
|
|
2022
Q1 | $231K | Buy |
1,759
+281
| +19% | +$36.9K | 0.01% | 452 |
|
|
2021
Q4 | $236K | Sell |
1,478
-1,354
| -48% | -$216K | 0.01% | 461 |
|
|
2021
Q3 | $368K | Buy |
2,832
+12
| +0.4% | +$1.56K | 0.02% | 346 |
|
|
2021
Q2 | $368K | Buy |
2,820
+426
| +18% | +$55.6K | 0.02% | 339 |
|
|
2021
Q1 | $272K | Buy |
+2,394
| New | +$272K | 0.02% | 380 |
|