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Balanced Rock Investment Advisors’s Simon Property Group SPG Stock Holding History

Balanced Rock Investment Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,734
Closed -$675K – 95
2023
Q4 		$675K Buy
+4,734
New +$675K 0.6% 39