NIWA
New Insight 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 | $4.75M | Sell |
29,558
-3,992
| -12% | -$642K | 1.96% | 15 |
|
|
2025
Q1 | $5.57M | Buy |
33,550
+76
| +0.2% | +$12.6K | 2.53% | 11 |
|
|
2024
Q4 | $5.76M | Sell |
33,474
-3,461
| -9% | -$596K | 2.89% | 12 |
|
|
2024
Q3 | $6.24M | Sell |
36,935
-7,128
| -16% | -$1.2M | 3.29% | 10 |
|
|
2024
Q2 | $6.69M | Sell |
44,063
-6,153
| -12% | -$934K | 3.94% | 8 |
|
|
2024
Q1 | $7.86M | Sell |
50,216
-2,717
| -5% | -$425K | 4.91% | 5 |
|
|
2023
Q4 | $7.55M | Buy |
+52,933
| New | +$7.55M | 5.09% | 5 |
|