Modera 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 | $398K | Buy |
2,478
+168
| +7% | +$27K | ﹤0.01% | 485 |
|
|
2025
Q1 | $384K | Buy |
2,310
+689
| +43% | +$114K | 0.01% | 473 |
|
|
2024
Q4 | $279K | Buy |
1,621
+201
| +14% | +$34.6K | ﹤0.01% | 527 |
|
|
2024
Q3 | $240K | Hold |
1,420
| – | – | ﹤0.01% | 541 |
|
|
2024
Q2 | $216K | Hold |
1,420
| – | – | ﹤0.01% | 533 |
|
|
2024
Q1 | $222K | Buy |
+1,420
| New | +$222K | ﹤0.01% | 530 |
|
|
2022
Q2 | – | Sell |
-1,822
| Closed | -$240K | – | 364 |
|
|
2022
Q1 | $240K | Buy |
1,822
+12
| +0.7% | +$1.58K | 0.01% | 319 |
|
|
2021
Q4 | $289K | Buy |
+1,810
| New | +$289K | 0.01% | 431 |
|