Schechter Investment Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $450K | Sell |
2,708
-1,097
| -29% | -$182K | 0.04% | 392 |
|
|
2024
Q4 | $655K | Sell |
3,805
-124
| -3% | -$21.4K | 0.05% | 326 |
|
|
2024
Q3 | $664K | Buy |
3,929
+30
| +0.8% | +$5.07K | 0.05% | 338 |
|
|
2024
Q2 | $592K | Buy |
3,899
+348
| +10% | +$52.8K | 0.04% | 337 |
|
|
2024
Q1 | $556K | Buy |
3,551
+148
| +4% | +$23.2K | 0.04% | 356 |
|
|
2023
Q4 | $485K | Buy |
3,403
+81
| +2% | +$11.6K | 0.04% | 353 |
|
|
2023
Q3 | $359K | Buy |
3,322
+400
| +14% | +$43.2K | 0.03% | 411 |
|
|
2023
Q2 | $337K | Buy |
2,922
+958
| +49% | +$111K | 0.03% | 466 |
|
|
2023
Q1 | $220K | Sell |
1,964
-716
| -27% | -$80.2K | 0.02% | 594 |
|
|
2022
Q4 | $315K | Buy |
+2,680
| New | +$315K | 0.03% | 619 |
|
|
2022
Q2 | – | Sell |
-2,469
| Closed | -$325K | – | 1000 |
|
|
2022
Q1 | $325K | Buy |
2,469
+191
| +8% | +$25.1K | 0.03% | 675 |
|
|
2021
Q4 | $364K | Buy |
+2,278
| New | +$364K | 0.03% | 611 |
|