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Signature Wealth Management Partners’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,341
Closed -$308K 114
2022
Q1
$308K Hold
2,341
0.26% 80
2021
Q4
$374K Buy
2,341
+200
+9% +$32K 0.32% 68
2021
Q3
$278K Buy
+2,141
New +$278K 0.25% 85