TrueWealth Advisors’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 | $1.15M | Sell |
7,160
-100
| -1% | -$16.1K | 0.34% | 60 |
|
|
2025
Q1 | $1.21M | Hold |
7,260
| – | – | 0.4% | 53 |
|
|
2024
Q4 | $1.25M | Hold |
7,260
| – | – | 0.42% | 55 |
|
|
2024
Q3 | $1.23M | Hold |
7,260
| – | – | 0.41% | 53 |
|
|
2024
Q2 | $1.1M | Hold |
7,260
| – | – | 0.41% | 48 |
|
|
2024
Q1 | $1.14M | Hold |
7,260
| – | – | 0.44% | 46 |
|
|
2023
Q4 | $1.04M | Hold |
7,260
| – | – | 0.4% | 46 |
|
|
2023
Q3 | $784K | Hold |
7,260
| – | – | 0.33% | 60 |
|
|
2023
Q2 | $838K | Hold |
7,260
| – | – | 0.34% | 57 |
|
|
2023
Q1 | $813K | Buy |
7,260
+340
| +5% | +$38.1K | 0.34% | 60 |
|
|
2022
Q4 | $813K | Hold |
6,920
| – | – | 0.36% | 57 |
|
|
2022
Q3 | $621K | Buy |
6,920
+350
| +5% | +$31.4K | 0.29% | 69 |
|
|
2022
Q2 | $624K | Buy |
+6,570
| New | +$624K | 0.29% | 73 |
|