Wealth Enhancement Advisory Services
SPG icon

Wealth Enhancement Advisory Services’s Simon Property Group SPG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.44M Sell
30,171
-4,063
-12% -$775K 0.01% 867
2025
Q4 		$6.38M Buy
34,234
+2,210
+7% +$401K 0.01% 902
2025
Q3 		$5.73M Buy
32,024
+101
+0.3% +$17.4K 0.01% 884
2025
Q2 		$5.32M Buy
31,923
+6,069
+23% +$959K 0.01% 865
2025
Q1 		$4.29M Buy
25,854
+2,194
+9% +$383K 0.01% 888
2024
Q4 		$4.07M Buy
23,660
+6,293
+36% +$1.1M 0.01% 876
2024
Q3 		$2.94M Sell
17,367
-16,687
-49% -$2.64M 0.01% 910
2024
Q2 		$5.17M Buy
34,054
+3,626
+12% +$534K 0.01% 679
2024
Q1 		$4.76M Sell
30,428
-4,180
-12% -$613K 0.01% 673
2023
Q4 		$4.94M Sell
34,608
-385
-1% -$46.5K 0.01% 615
2023
Q3 		$3.78M Buy
+34,993
New +$4.1M 0.01% 650
2021
Q3 		– Sell
-10,939
Closed -$1.38M – 336
2021
Q2 		$1.38M Buy
+10,939
New +$1.36M 0.02% 162

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