RPWA
Regent Peak Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $297K | Sell |
1,787
-27
| -1% | -$4.48K | 0.07% | 119 |
|
|
2024
Q4 | $312K | Sell |
1,814
-6
| -0.3% | -$1.03K | 0.07% | 120 |
|
|
2024
Q3 | $308K | Sell |
1,820
-20
| -1% | -$3.38K | 0.07% | 122 |
|
|
2024
Q2 | $279K | Sell |
1,840
-1
| -0.1% | -$152 | 0.06% | 129 |
|
|
2024
Q1 | $288K | Buy |
1,841
+10
| +0.5% | +$1.57K | 0.07% | 125 |
|
|
2023
Q4 | $261K | Sell |
1,831
-43
| -2% | -$6.13K | 0.07% | 125 |
|
|
2023
Q3 | $202K | Sell |
1,874
-90
| -5% | -$9.72K | 0.06% | 144 |
|
|
2023
Q2 | $227K | Sell |
1,964
-5
| -0.3% | -$577 | 0.07% | 136 |
|
|
2023
Q1 | $220K | Sell |
1,969
-4
| -0.2% | -$448 | 0.07% | 140 |
|
|
2022
Q4 | $232K | Buy |
+1,973
| New | +$232K | 0.08% | 141 |
|
|
2022
Q2 | – | Sell |
-1,959
| Closed | -$258K | – | 174 |
|
|
2022
Q1 | $258K | Buy |
1,959
+13
| +0.7% | +$1.71K | 0.07% | 138 |
|
|
2021
Q4 | $311K | Buy |
1,946
+4
| +0.2% | +$639 | 0.08% | 126 |
|
|
2021
Q3 | $252K | Buy |
1,942
+7
| +0.4% | +$908 | 0.07% | 145 |
|
|
2021
Q2 | $245K | Sell |
1,935
-22
| -1% | -$2.79K | 0.07% | 146 |
|
|
2021
Q1 | $222K | Buy |
1,957
+44
| +2% | +$4.99K | 0.07% | 141 |
|
|
2020
Q4 | $163K | Buy |
+1,913
| New | +$163K | 0.05% | 162 |
|