4A
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4Wealth Advisors’s Simon Property Group SPG Stock Holding History

4Wealth Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Sell
1,847
-16
-0.9% -$2.57K 0.3% 107
2025
Q1 		$309K Sell
1,863
-59
-3% -$9.8K 0.34% 99
2024
Q4 		$331K Buy
+1,922
New +$331K 0.33% 102