QWP
Quotient Wealth Partners’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
1,799
-118
| -6% | -$19K | 0.01% | 276 |
|
|
2025
Q1 | $318K | Buy |
1,917
+111
| +6% | +$18.4K | 0.01% | 245 |
|
|
2024
Q4 | $311K | Buy |
1,806
+95
| +6% | +$16.4K | 0.01% | 238 |
|
|
2024
Q3 | $289K | Buy |
1,711
+2
| +0.1% | +$338 | 0.01% | 252 |
|
|
2024
Q2 | $259K | Buy |
1,709
+168
| +11% | +$25.5K | 0.01% | 264 |
|
|
2024
Q1 | $241K | Buy |
+1,541
| New | +$241K | 0.01% | 267 |
|