PPWM
PFG Private 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 | – | Sell |
-17
| Closed | -$2.82K | – | 223 |
|
|
2025
Q1 | $2.82K | Hold |
17
| – | – | ﹤0.01% | 215 |
|
|
2024
Q4 | $2.93K | Hold |
17
| – | – | ﹤0.01% | 185 |
|
|
2024
Q3 | $2.87K | Hold |
17
| – | – | ﹤0.01% | 188 |
|
|
2024
Q2 | $2.58K | Hold |
17
| – | – | ﹤0.01% | 193 |
|
|
2024
Q1 | $2.66K | Sell |
17
-8
| -32% | -$1.25K | ﹤0.01% | 181 |
|
|
2023
Q4 | $3.57K | Sell |
25
-20
| -44% | -$2.85K | ﹤0.01% | 170 |
|
|
2023
Q3 | $4.86K | Sell |
45
-112
| -71% | -$12.1K | ﹤0.01% | 222 |
|
|
2023
Q2 | $18.1K | Buy |
157
+81
| +107% | +$9.35K | 0.01% | 187 |
|
|
2023
Q1 | $8.51K | Buy |
76
+37
| +95% | +$4.14K | 0.01% | 211 |
|
|
2022
Q4 | $5K | Sell |
39
-737
| -95% | -$94.5K | ﹤0.01% | 227 |
|
|
2022
Q3 | $70K | Hold |
776
| – | – | 0.05% | 123 |
|
|
2022
Q2 | $74K | Buy |
776
+24
| +3% | +$2.29K | 0.04% | 141 |
|
|
2022
Q1 | $99K | Buy |
752
+732
| +3,660% | +$96.4K | 0.05% | 128 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 276 |
|
|
2021
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 268 |
|