WealthSource Partners’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $299K | Buy |
2,093
+44
| +2% | +$6.28K | 0.02% | 416 |
|
|
2023
Q3 | $221K | Buy |
2,049
+17
| +0.8% | +$1.84K | 0.02% | 456 |
|
|
2023
Q2 | $235K | Sell |
2,032
-176
| -8% | -$20.3K | 0.02% | 452 |
|
|
2023
Q1 | $247K | Sell |
2,208
-17
| -0.8% | -$1.9K | 0.02% | 441 |
|
|
2022
Q4 | $261K | Buy |
+2,225
| New | +$261K | 0.02% | 421 |
|