Portside Wealth Group’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 | $986K | Buy |
6,132
+376
| +7% | +$60.4K | 0.15% | 149 |
|
|
2025
Q1 | $956K | Buy |
5,756
+1,321
| +30% | +$219K | 0.16% | 143 |
|
|
2024
Q4 | $764K | Buy |
4,435
+282
| +7% | +$48.6K | 0.13% | 172 |
|
|
2024
Q3 | $702K | Buy |
4,153
+673
| +19% | +$114K | 0.12% | 179 |
|
|
2024
Q2 | $528K | Sell |
3,480
-143
| -4% | -$21.7K | 0.1% | 201 |
|
|
2024
Q1 | $567K | Buy |
3,623
+82
| +2% | +$12.8K | 0.1% | 199 |
|
|
2023
Q4 | $505K | Buy |
+3,541
| New | +$505K | 0.09% | 213 |
|