SWC
Spectrum Wealth Counsel’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.08M | Sell |
42,614
-687
| -2% | -$114K | 0.85% | 38 |
|
|
2024
Q4 | $7.46M | Buy |
43,301
+242
| +0.6% | +$41.7K | 0.88% | 35 |
|
|
2024
Q3 | $7.28M | Buy |
43,059
+8,634
| +25% | +$1.46M | 0.86% | 36 |
|
|
2024
Q2 | $5.23M | Sell |
34,425
-2,159
| -6% | -$328K | 0.66% | 45 |
|
|
2024
Q1 | $5.72M | Sell |
36,584
-261
| -0.7% | -$40.8K | 0.7% | 42 |
|
|
2023
Q4 | $5.26M | Buy |
+36,845
| New | +$5.26M | 0.73% | 43 |
|