Atlantic Edge Private Wealth Management’s Simon Property Group SPG Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$60.3K	Sell
2025 Q1	$87.2K	Sell
2024 Q4	$168K	Sell
2024 Q3	$228K	Hold
2024 Q2	$205K	Hold
2024 Q1	$211K	Hold
2023 Q4	$193K	Buy