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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.32M Buy
2025
Q1
$4.29M Buy
2024
Q4
$4.07M Buy
2024
Q3
$2.94M Sell
2024
Q2
$5.17M Buy
2024
Q1
$4.76M Sell
2023
Q4
$4.94M Sell
2023
Q3
$3.78M Buy
2021
Q3
Sell
2021
Q2
$1.38M Buy