VAG
VisionPoint Advisory Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-335
| Closed | -$58.1K | – | 292 |
|
|
2024
Q4 | $58.1K | Buy |
+335
| New | +$58.1K | 0.02% | 286 |
|
|
2024
Q3 | – | Sell |
-352
| Closed | -$53.4K | – | 701 |
|
|
2024
Q2 | $53.4K | Sell |
352
-20
| -5% | -$3.04K | 0.02% | 261 |
|
|
2024
Q1 | $58.2K | Sell |
372
-6
| -2% | -$939 | 0.02% | 248 |
|
|
2023
Q4 | $53.9K | Hold |
378
| – | – | 0.02% | 232 |
|
|
2023
Q3 | $40.8K | Sell |
378
-79
| -17% | -$8.54K | 0.02% | 262 |
|
|
2023
Q2 | $52.7K | Buy |
+457
| New | +$52.7K | 0.02% | 209 |
|
|
2022
Q1 | – | Sell |
-29,740
| Closed | -$4.32M | – | 103 |
|
|
2021
Q4 | $4.32M | Sell |
29,740
-5,009
| -14% | -$727K | 1.89% | 20 |
|
|
2021
Q3 | $5.93M | Sell |
34,749
-6,235
| -15% | -$1.06M | 2.64% | 14 |
|
|
2021
Q2 | $5.35M | Buy |
40,984
+7,732
| +23% | +$1.01M | 2.38% | 12 |
|
|
2021
Q1 | $3.78M | Buy |
33,252
+12,608
| +61% | +$1.43M | 1.81% | 13 |
|
|
2020
Q4 | $1.76M | Buy |
+20,644
| New | +$1.76M | 0.89% | 28 |
|