PCG Wealth 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
2023
Q3
Sell
-14,067
Closed -$1.62M 116
2023
Q2
$1.62M Buy
14,067
+21
+0.1% +$2.43K 1.01% 30
2023
Q1
$1.57M Buy
14,046
+1,426
+11% +$160K 0.99% 28
2022
Q4
$1.48M Buy
+12,620
New +$1.48M 0.94% 28