Avitas Wealth Management’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-20,257	Closed	-$2.31M	–	221
2021 Q1	$2.31M	Buy	20,257 +1,775	+10%	+$202K	0.45%	82
2020 Q4	$1.58M	Buy	+18,482	New	+$1.58M	0.32%	118