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Balboa Wealth Partners’s Simon Property Group SPG Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-1,339
Closed -$231K – 363
2024
Q4 		$231K Buy
1,339
+121
+10% +$20.8K 0.05% 254
2024
Q3 		$206K Buy
+1,218
New +$206K 0.05% 262