Provenance Wealth Advisors’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 | – | Sell |
-100
| Closed | -$16.6K | – | 532 |
|
|
2025
Q1 | $16.6K | Hold |
100
| – | – | ﹤0.01% | 288 |
|
|
2024
Q4 | $17.2K | Hold |
100
| – | – | ﹤0.01% | 281 |
|
|
2024
Q3 | $16.9K | Hold |
100
| – | – | ﹤0.01% | 301 |
|
|
2024
Q2 | $15.2K | Hold |
100
| – | – | ﹤0.01% | 272 |
|
|
2024
Q1 | $15.6K | Hold |
100
| – | – | ﹤0.01% | 290 |
|
|
2023
Q4 | $14.3K | Buy |
+100
| New | +$14.3K | ﹤0.01% | 284 |
|