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U.S. Wealth Group’s Simon Property Group SPG Stock Holding History

U.S. Wealth Group’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.39M Buy
14,883
+826
+6% +$133K 1.87% 24
2025
Q1 		$2.33M Sell
14,057
-272
-2% -$45.2K 1.85% 22
2024
Q4 		$2.47M Buy
+14,329
New +$2.47M 1.87% 19