TI
tru Independence’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
26,305
+5
| +0% | +$804 | 1.22% | 40 |
|
|
2025
Q1 | $4.37M | Sell |
26,300
-15,264
| -37% | -$2.54M | 1.36% | 33 |
|
|
2024
Q4 | $7.16M | Sell |
41,564
-3,171
| -7% | -$546K | 2.25% | 11 |
|
|
2024
Q3 | $7.56M | Sell |
44,735
-950
| -2% | -$161K | 2.21% | 9 |
|
|
2024
Q2 | $6.93M | Sell |
45,685
-245
| -0.5% | -$37.2K | 2.09% | 14 |
|
|
2024
Q1 | $7.19M | Sell |
45,930
-4,010
| -8% | -$628K | 2.12% | 12 |
|
|
2023
Q4 | $7.12M | Sell |
49,940
-224
| -0.4% | -$32K | 2.16% | 6 |
|
|
2023
Q3 | $5.42M | Sell |
50,164
-338
| -0.7% | -$36.5K | 1.88% | 17 |
|
|
2023
Q2 | $5.83M | Buy |
50,502
+2,272
| +5% | +$262K | 1.92% | 12 |
|
|
2023
Q1 | $5.4M | Sell |
48,230
-1,410
| -3% | -$158K | 1.74% | 20 |
|
|
2022
Q4 | $5.83M | Buy |
49,640
+260
| +0.5% | +$30.5K | 1.89% | 18 |
|
|
2022
Q3 | $4.43M | Buy |
49,380
+1,326
| +3% | +$119K | 1.57% | 35 |
|
|
2022
Q2 | $4.56M | Buy |
+48,054
| New | +$4.56M | 1.47% | 36 |
|
|
2021
Q1 | – | Sell |
-109
| Closed | -$10 | – | 652 |
|
|
2020
Q4 | $10 | Buy |
+109
| New | +$10 | ﹤0.01% | 582 |
|
|
2020
Q3 | – | Sell |
-483
| Closed | -$34 | – | 778 |
|
|
2020
Q2 | $34 | Sell |
483
-900
| -65% | -$63 | ﹤0.01% | 432 |
|
|
2020
Q1 | $76 | Hold |
1,383
| – | – | 0.01% | 267 |
|
|
2019
Q4 | $76K | Buy |
+1,383
| New | +$76K | 0.01% | 331 |
|