Schechter Investment Advisors’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
Q1 | $450K | Sell |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $664K | Buy |
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|
2024
Q2 | $592K | Buy |
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|
2024
Q1 | $556K | Buy |
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|
2023
Q4 | $485K | Buy |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $364K | Buy |
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