Quotient Wealth Partners’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339K Buy
2025
Q2
$289K Sell
2025
Q1
$318K Buy
2024
Q4
$311K Buy
2024
Q3
$289K Buy
2024
Q2
$259K Buy
2024
Q1
$241K Buy