Westover Capital Advisors’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
Q3 | $563K | Hold |
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|
2025
Q2 | $482K | Hold |
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|
2025
Q1 | $498K | Hold |
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|
2024
Q4 | $517K | Hold |
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|
2024
Q3 | $507K | Hold |
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|
2024
Q2 | $455K | Hold |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $346K | Hold |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $352K | Hold |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $285K | Hold |
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|
2022
Q1 | $395K | Hold |
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|
2021
Q4 | $479K | Hold |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $341K | Hold |
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|
2020
Q4 | $256K | Buy |
|