Premier Path Wealth Partners’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 | $520K | Sell |
3,232
-303
| -9% | -$48.7K | 0.07% | 240 |
|
|
2025
Q1 | $587K | Sell |
3,535
-4
| -0.1% | -$664 | 0.09% | 216 |
|
|
2024
Q4 | $609K | Sell |
3,539
-7,638
| -68% | -$1.32M | 0.09% | 208 |
|
|
2024
Q3 | $1.89M | Buy |
11,177
+141
| +1% | +$23.8K | 0.3% | 84 |
|
|
2024
Q2 | $1.68M | Buy |
11,036
+393
| +4% | +$59.7K | 0.29% | 86 |
|
|
2024
Q1 | $1.66M | Buy |
10,643
+106
| +1% | +$16.6K | 0.31% | 82 |
|
|
2023
Q4 | $1.51M | Buy |
+10,537
| New | +$1.51M | 0.34% | 67 |
|