Wealth Enhancement Advisory Services’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
31,923
+6,069
| +23% | +$1.01M | 0.01% | 863 |
|
|
2025
Q1 | $4.29M | Buy |
25,854
+2,194
| +9% | +$364K | 0.01% | 887 |
|
|
2024
Q4 | $4.07M | Buy |
23,660
+6,293
| +36% | +$1.08M | 0.01% | 875 |
|
|
2024
Q3 | $2.94M | Sell |
17,367
-16,687
| -49% | -$2.82M | 0.01% | 908 |
|
|
2024
Q2 | $5.17M | Buy |
34,054
+3,626
| +12% | +$550K | 0.01% | 679 |
|
|
2024
Q1 | $4.76M | Sell |
30,428
-4,180
| -12% | -$654K | 0.01% | 673 |
|
|
2023
Q4 | $4.94M | Sell |
34,608
-385
| -1% | -$54.9K | 0.01% | 615 |
|
|
2023
Q3 | $3.78M | Buy |
+34,993
| New | +$3.78M | 0.01% | 650 |
|
|
2021
Q3 | – | Sell |
-10,939
| Closed | -$1.38M | – | 335 |
|
|
2021
Q2 | $1.38M | Buy |
+10,939
| New | +$1.38M | 0.02% | 161 |
|