MSWM
Mowery & Schoenfeld Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.4K | Hold |
469
| – | – | 0.11% | 94 |
|
|
2025
Q1 | $77.9K | Sell |
469
-8
| -2% | -$1.33K | 0.15% | 100 |
|
|
2024
Q4 | $82.1K | Buy |
477
+59
| +14% | +$10.2K | 0.16% | 83 |
|
|
2024
Q3 | $70.6K | Hold |
418
| – | – | 0.11% | 78 |
|
|
2024
Q2 | $63.4K | Hold |
418
| – | – | 0.09% | 82 |
|
|
2024
Q1 | $65.4K | Buy |
+418
| New | +$65.4K | 0.13% | 67 |
|