TCPG
Trivant Custom Portfolio Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-250
| Closed | -$41.5K | – | 192 |
|
|
2025
Q1 | $41.5K | Hold |
250
| – | – | 0.02% | 105 |
|
|
2024
Q4 | $43.1K | Hold |
250
| – | – | 0.03% | 88 |
|
|
2024
Q3 | $42.3K | Buy |
+250
| New | +$42.3K | 0.02% | 89 |
|
|
2023
Q2 | – | Sell |
-23,394
| Closed | -$2.62M | – | 223 |
|
|
2023
Q1 | $2.62M | Buy |
+23,394
| New | +$2.62M | 1.87% | 19 |
|