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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$50.7K	Buy	355 +6	+2%	+$725	﹤0.01%	384
2023 Q3	$37.8K	Buy	349 +6	+2%	+$703	﹤0.01%	381
2023 Q2	$39.7K	Buy	343 +5	+1%	+$545	﹤0.01%	359
2023 Q1	$37.9K	Buy	338 +7	+2%	+$836	﹤0.01%	370
2022 Q4	$39K	Buy	331 +5	+2%	+$556	﹤0.01%	367
2022 Q3	$29K	Buy	326 +6	+2%	+$614	﹤0.01%	383
2022 Q2	$30K	Buy	320 +5	+2%	+$573	﹤0.01%	389
2022 Q1	$41K	Buy	315 +4	+1%	+$570	﹤0.01%	353
2021 Q4	$50K	Buy	311 +3	+1%	+$458	﹤0.01%	325
2021 Q3	$40K	Buy	308 +7	+2%	+$911	﹤0.01%	322
2021 Q2	$39K	Buy	301 +3	+1%	+$373	﹤0.01%	306
2021 Q1	$34K	Buy	298 +285	+2,192%	+$29.7K	﹤0.01%	300
2020 Q4	$1K	Sell	13 -1	-7%	-$76	﹤0.01%	647
2020 Q3	$1K	Buy	14 +1	+8%	+$66	﹤0.01%	611
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	624
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	573
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	538
2019 Q3	$2K	Sell	13 -26	-67%	-$4.04K	﹤0.01%	490
2019 Q2	$6K	Hold	39	–	–	﹤0.01%	416
2019 Q1	$7K	Hold	39	–	–	﹤0.01%	416
2018 Q4	$7K	Buy	39 +1	+3%	+$179	﹤0.01%	414
2018 Q3	$7K	Hold	38	–	–	﹤0.01%	414
2018 Q2	$7K	Hold	38	–	–	﹤0.01%	411
2018 Q1	$6K	Sell	38 -31	-45%	-$4.93K	﹤0.01%	411
2017 Q4	$11K	Sell	69 -1	-1%	-$162	﹤0.01%	361
2017 Q3	$11K	Buy	70 +31	+79%	+$4.95K	﹤0.01%	340
2017 Q2	$6K	Buy	39 +1	+3%	+$163	﹤0.01%	400
2017 Q1	$7K	Buy	38 +12	+46%	+$2.14K	﹤0.01%	368
2016 Q4	$5K	Buy	+26	New	+$4.83K	﹤0.01%	357