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SlateStone Wealth’s Simon Property Group SPG Stock Holding History

SlateStone Wealth’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$256K Hold
1,593
– – 0.02% 260
2025
Q1 		$265K Hold
1,593
– – 0.03% 250
2024
Q4 		$274K Buy
1,593
+223
+16% +$38.4K 0.03% 254
2024
Q3 		$232K Buy
+1,370
New +$232K 0.02% 260