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Benchmark Investment Advisors’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,275
Closed -$431K 102
2022
Q1
$431K Buy
3,275
+1,575
+93% +$207K 0.32% 79
2021
Q4
$272K Buy
+1,700
New +$272K 0.22% 85