New England Capital Financial 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 | $28.5K | Buy |
178
+3
| +2% | +$481 | 0.01% | 156 |
|
|
2025
Q1 | $29.1K | Buy |
175
+2
| +1% | +$333 | 0.01% | 149 |
|
|
2024
Q4 | $29.8K | Buy |
+173
| New | +$29.8K | 0.01% | 150 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$31.3K | – | 412 |
|
|
2024
Q1 | $31.3K | Hold |
200
| – | – | 0.02% | 141 |
|
|
2023
Q4 | $28.5K | Hold |
200
| – | – | 0.02% | 143 |
|
|
2023
Q3 | $21.6K | Hold |
200
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $23.1K | Hold |
200
| – | – | 0.02% | 154 |
|
|
2023
Q1 | $22.4K | Hold |
200
| – | – | 0.02% | 171 |
|
|
2022
Q4 | $24.7K | Buy |
+200
| New | +$24.7K | 0.02% | 165 |
|