Tradition Wealth Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+1,325
| New | +$213K | 0.02% | 421 |
|
|
2024
Q1 | – | Sell |
-184
| Closed | -$26K | – | 1066 |
|
|
2023
Q4 | $26K | Sell |
184
-600
| -77% | -$84.8K | ﹤0.01% | 780 |
|
|
2023
Q3 | $85K | Hold |
784
| – | – | 0.01% | 478 |
|
|
2023
Q2 | $91K | Buy |
784
+5
| +0.6% | +$580 | 0.01% | 472 |
|
|
2023
Q1 | $87K | Buy |
+779
| New | +$87K | 0.01% | 483 |
|
|
2022
Q3 | – | Sell |
-190
| Closed | -$18K | – | 1211 |
|
|
2022
Q2 | $18K | Hold |
190
| – | – | ﹤0.01% | 670 |
|
|
2022
Q1 | $25K | Buy |
+190
| New | +$25K | ﹤0.01% | 667 |
|