Private Wealth Management 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 | $12.1K | Hold |
75
| – | – | ﹤0.01% | 432 |
|
|
2025
Q1 | $12.5K | Hold |
75
| – | – | ﹤0.01% | 407 |
|
|
2024
Q4 | $12.9K | Hold |
75
| – | – | ﹤0.01% | 403 |
|
|
2024
Q3 | $12.7K | Buy |
75
+2
| +3% | +$338 | 0.01% | 386 |
|
|
2024
Q2 | $11.1K | Hold |
73
| – | – | ﹤0.01% | 414 |
|
|
2024
Q1 | $11.4K | Hold |
73
| – | – | 0.01% | 376 |
|
|
2023
Q4 | $10.4K | Buy |
+73
| New | +$10.4K | 0.01% | 398 |
|