SSWM
Sheets Smith Wealth Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Sell |
33,833
-120
| -0.4% | -$19.3K | 0.64% | 42 |
|
|
2025
Q1 | $5.64M | Hold |
33,953
| – | – | 0.7% | 36 |
|
|
2024
Q4 | $5.85M | Buy |
33,953
+1,615
| +5% | +$278K | 0.71% | 34 |
|
|
2024
Q3 | $5.47M | Buy |
32,338
+2
| +0% | +$338 | 0.67% | 39 |
|
|
2024
Q2 | $4.91M | Buy |
32,336
+4,071
| +14% | +$618K | 0.59% | 42 |
|
|
2024
Q1 | $4.42M | Buy |
+28,265
| New | +$4.42M | 0.5% | 51 |
|