U.S. Capital Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $274K | Buy |
|
|||||
|
2025
Q3 | $275K | Buy |
|
|||||
|
2025
Q2 | $210K | Sell |
|
|||||
|
2025
Q1 | $218K | Sell |
|
|||||
|
2024
Q4 | $264K | Buy |
|
|||||
|
2024
Q3 | $245K | Buy |
|
|||||
|
2024
Q2 | $201K | Buy |
|
|||||
|
2024
Q1 | $206K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $196K | Sell |
|
|||||
|
2022
Q3 | $1.41M | Buy |
|
|||||
|
2022
Q2 | $1.48M | Sell |
|
|||||
|
2022
Q1 | $2.45M | Buy |
|
|||||
|
2021
Q4 | $2.91M | Sell |
|
|||||
|
2021
Q3 | $5.63M | Buy |
|