SCM
Schnieders Capital Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Hold |
2,656
| – | – | 0.08% | 148 |
|
|
2025
Q1 | $441K | Hold |
2,656
| – | – | 0.09% | 130 |
|
|
2024
Q4 | $457K | Hold |
2,656
| – | – | 0.09% | 134 |
|
|
2024
Q3 | $449K | Buy |
2,656
+158
| +6% | +$26.7K | 0.09% | 139 |
|
|
2024
Q2 | $379K | Hold |
2,498
| – | – | 0.08% | 139 |
|
|
2024
Q1 | $391K | Hold |
2,498
| – | – | 0.08% | 139 |
|
|
2023
Q4 | $356K | Sell |
2,498
-350
| -12% | -$49.9K | 0.08% | 148 |
|
|
2023
Q3 | $308K | Hold |
2,848
| – | – | 0.07% | 144 |
|
|
2023
Q2 | $329K | Hold |
2,848
| – | – | 0.07% | 149 |
|
|
2023
Q1 | $319K | Buy |
2,848
+500
| +21% | +$56K | 0.07% | 155 |
|
|
2022
Q4 | $276K | Buy |
+2,348
| New | +$276K | 0.06% | 167 |
|
|
2021
Q2 | – | Sell |
-1,831
| Closed | -$208K | – | 190 |
|
|
2021
Q1 | $208K | Buy |
+1,831
| New | +$208K | 0.06% | 172 |
|