TritonPoint Wealth’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 | $589K | Sell |
3,662
-206
| -5% | -$33.1K | 0.05% | 196 |
|
|
2025
Q1 | $642K | Buy |
3,868
+59
| +2% | +$9.8K | 0.06% | 188 |
|
|
2024
Q4 | $656K | Buy |
3,809
+7
| +0.2% | +$1.21K | 0.06% | 183 |
|
|
2024
Q3 | $638K | Buy |
3,802
+78
| +2% | +$13.1K | 0.06% | 185 |
|
|
2024
Q2 | $565K | Buy |
3,724
+126
| +4% | +$19.1K | 0.05% | 189 |
|
|
2024
Q1 | $536K | Sell |
3,598
-206
| -5% | -$30.7K | 0.06% | 197 |
|
|
2023
Q4 | $543K | Buy |
+3,804
| New | +$543K | 0.05% | 207 |
|