SWS
SYSTM Wealth Solutions’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-127
| Closed | -$19.3K | – | 547 |
|
|
2024
Q2 | $19.3K | Sell |
127
-743
| -85% | -$113K | ﹤0.01% | 375 |
|
|
2024
Q1 | $136K | Buy |
870
+15
| +2% | +$2.35K | 0.02% | 438 |
|
|
2023
Q4 | $122K | Buy |
+855
| New | +$122K | 0.02% | 433 |
|
|
2023
Q1 | – | Sell |
-3,502
| Closed | -$411K | – | 519 |
|
|
2022
Q4 | $411K | Buy |
+3,502
| New | +$411K | 0.05% | 377 |
|