Wealthspire Advisors (New York)’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 | $204K | Buy |
+1,271
| New | +$204K | ﹤0.01% | 790 |
|
|
2022
Q1 | – | Sell |
-1,385
| Closed | -$221K | – | 537 |
|
|
2021
Q4 | $221K | Buy |
+1,385
| New | +$221K | ﹤0.01% | 495 |
|
|
2021
Q2 | – | Sell |
-5,646
| Closed | -$642K | – | 617 |
|
|
2021
Q1 | $642K | Buy |
5,646
+782
| +16% | +$88.9K | 0.02% | 337 |
|
|
2020
Q4 | $415K | Buy |
4,864
+1,508
| +45% | +$129K | 0.01% | 342 |
|
|
2020
Q3 | $217K | Buy |
3,356
+173
| +5% | +$11.2K | 0.01% | 282 |
|
|
2020
Q2 | $218K | Buy |
+3,183
| New | +$218K | 0.02% | 251 |
|
|
2019
Q1 | – | Sell |
-221
| Closed | -$37K | – | 680 |
|
|
2018
Q4 | $37K | Buy |
+221
| New | +$37K | ﹤0.01% | 228 |
|