Schwarz Dygos Wheeler Investment Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
1,468
| – | – | 0.05% | 152 |
|
|
2025
Q1 | $244K | Hold |
1,468
| – | – | 0.06% | 142 |
|
|
2024
Q4 | $253K | Buy |
1,468
+1
| +0.1% | +$172 | 0.06% | 142 |
|
|
2024
Q3 | $248K | Hold |
1,467
| – | – | 0.06% | 138 |
|
|
2024
Q2 | $223K | Hold |
1,467
| – | – | 0.06% | 138 |
|
|
2024
Q1 | $230K | Hold |
1,467
| – | – | 0.06% | 132 |
|
|
2023
Q4 | $209K | Buy |
+1,467
| New | +$209K | 0.06% | 138 |
|
|
2022
Q1 | – | Sell |
-1,467
| Closed | -$234K | – | 140 |
|
|
2021
Q4 | $234K | Buy |
+1,467
| New | +$234K | 0.08% | 118 |
|