Wealthcare Advisory Partners’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
Q2 | $451K | Buy |
+2,805
| New | +$451K | 0.01% | 672 |
|
|
2021
Q2 | – | Sell |
-288
| Closed | -$33K | – | 1682 |
|
|
2021
Q1 | $33K | Buy |
+288
| New | +$33K | ﹤0.01% | 1026 |
|
|
2020
Q2 | – | Sell |
-13
| Closed | -$1K | – | 1198 |
|
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1431 |
|
|
2019
Q4 | $2K | Sell |
13
-122
| -90% | -$18.8K | ﹤0.01% | 1276 |
|
|
2019
Q3 | $21K | Buy |
+135
| New | +$21K | ﹤0.01% | 746 |
|