PDS Planning’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 | $270K | Buy |
1,682
+117
| +7% | +$18.8K | 0.02% | 384 |
|
|
2025
Q1 | $260K | Buy |
1,565
+112
| +8% | +$18.6K | 0.02% | 365 |
|
|
2024
Q4 | $250K | Buy |
1,453
+7
| +0.5% | +$1.21K | 0.02% | 346 |
|
|
2024
Q3 | $244K | Buy |
1,446
+49
| +4% | +$8.28K | 0.02% | 358 |
|
|
2024
Q2 | $212K | Buy |
1,397
+83
| +6% | +$12.6K | 0.02% | 346 |
|
|
2024
Q1 | $206K | Buy |
+1,314
| New | +$206K | 0.02% | 355 |
|