Venturi Wealth Management’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
Q1 | – | Sell |
-746
| Closed | -$128K | – | 1633 |
|
|
2024
Q4 | $128K | Buy |
746
+124
| +20% | +$21.4K | 0.01% | 676 |
|
|
2024
Q3 | $105K | Buy |
622
+88
| +16% | +$14.9K | 0.01% | 550 |
|
|
2024
Q2 | $81.1K | Buy |
534
+262
| +96% | +$39.8K | ﹤0.01% | 547 |
|
|
2024
Q1 | $42.6K | Buy |
272
+63
| +30% | +$9.86K | ﹤0.01% | 535 |
|
|
2023
Q4 | $29.8K | Buy |
209
+46
| +28% | +$6.56K | ﹤0.01% | 598 |
|
|
2023
Q3 | $17.6K | Buy |
+163
| New | +$17.6K | ﹤0.01% | 656 |
|
|
2023
Q2 | – | Sell |
-141
| Closed | -$15.8K | – | 1244 |
|
|
2023
Q1 | $15.8K | Buy |
+141
| New | +$15.8K | ﹤0.01% | 640 |
|