SWA
SOA Wealth Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$332 | – | 931 |
|
|
2025
Q1 | $332 | Hold |
2
| – | – | ﹤0.01% | 812 |
|
|
2024
Q4 | $344 | Buy |
+2
| New | +$344 | ﹤0.01% | 799 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$156 | – | 913 |
|
|
2024
Q1 | $156 | Hold |
1
| – | – | ﹤0.01% | 858 |
|
|
2023
Q4 | $143 | Hold |
1
| – | – | ﹤0.01% | 861 |
|
|
2023
Q3 | $108 | Hold |
1
| – | – | ﹤0.01% | 901 |
|
|
2023
Q2 | $115 | Hold |
1
| – | – | ﹤0.01% | 903 |
|
|
2023
Q1 | $112 | Sell |
1
-170
| -99% | -$19K | ﹤0.01% | 930 |
|
|
2022
Q4 | $20.1K | Sell |
171
-80
| -32% | -$9.42K | 0.01% | 403 |
|
|
2022
Q3 | $22K | Sell |
251
-50
| -17% | -$4.38K | 0.01% | 371 |
|
|
2022
Q2 | $28K | Buy |
301
+7
| +2% | +$651 | 0.01% | 337 |
|
|
2022
Q1 | $38K | Buy |
294
+280
| +2,000% | +$36.2K | 0.01% | 349 |
|
|
2021
Q4 | $2K | Sell |
14
-469
| -97% | -$67K | ﹤0.01% | 790 |
|
|
2021
Q3 | $62K | Buy |
483
+44
| +10% | +$5.65K | 0.02% | 280 |
|
|
2021
Q2 | $57K | Buy |
439
+426
| +3,277% | +$55.3K | 0.01% | 296 |
|
|
2021
Q1 | $1K | Buy |
13
+9
| +225% | +$692 | ﹤0.01% | 788 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 883 |
|