WOSD
WFA of San Diego’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
+118
| New | +$19K | 0.01% | 278 |
|
|
2024
Q3 | $19.9K | Hold |
118
| – | – | 0.02% | 242 |
|
|
2024
Q2 | $17.9K | Buy |
+118
| New | +$17.9K | 0.02% | 253 |
|
|
2023
Q3 | $16.5K | Hold |
153
| – | – | 0.02% | 248 |
|
|
2023
Q2 | $17.7K | Buy |
+153
| New | +$17.7K | 0.02% | 242 |
|
|
2023
Q1 | – | Sell |
-303
| Closed | -$35.6K | – | 373 |
|
|
2022
Q4 | $35.6K | Buy |
+303
| New | +$35.6K | 0.03% | 224 |
|
|
2022
Q3 | – | Sell |
-74
| Closed | -$7K | – | 349 |
|
|
2022
Q2 | $7K | Buy |
+74
| New | +$7K | 0.01% | 306 |
|