SAM
Synergy Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-242
| Closed | -$40.9K | – | 732 |
|
|
2024
Q4 | $40.9K | Buy |
+242
| New | +$40.9K | ﹤0.01% | 295 |
|
|
2022
Q3 | – | Sell |
-6,442
| Closed | -$612K | – | 135 |
|
|
2022
Q2 | $612K | Sell |
6,442
-47,463
| -88% | -$4.51M | 0.16% | 68 |
|
|
2022
Q1 | $7.09M | Buy |
+53,905
| New | +$7.09M | 1.71% | 19 |
|