BerganKDV 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 Q2	–	Sell	-30	Closed	-$3.35K	–	1051
2023 Q1	$3.35K	Hold	30	–	–	﹤0.01%	753
2022 Q4	$3.49K	Buy	30 +1	+3%	+$111	﹤0.01%	725
2022 Q3	$3K	Hold	29	–	–	﹤0.01%	774
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	788
2022 Q1	$4K	Hold	29	–	–	﹤0.01%	772
2021 Q4	$5K	Hold	29	–	–	﹤0.01%	786
2021 Q3	$4K	Sell	29 -56	-66%	-$7.29K	﹤0.01%	792
2021 Q2	$11K	Buy	85 +1	+1%	+$124	﹤0.01%	595
2021 Q1	$10K	Buy	84 +1	+1%	+$104	﹤0.01%	584
2020 Q4	$7K	Sell	83 -139	-63%	-$10.6K	﹤0.01%	619
2020 Q3	$14K	Buy	222 +13	+6%	+$852	﹤0.01%	471
2020 Q2	$14K	Sell	209 -56	-21%	-$3.51K	﹤0.01%	497
2020 Q1	$15K	Buy	265 +17	+7%	+$2.03K	﹤0.01%	450
2019 Q4	$37K	Buy	248 +74	+43%	+$11.1K	0.01%	375
2019 Q3	$27K	Sell	174 -7	-4%	-$1.09K	0.01%	396
2019 Q2	$29K	Buy	181 +9	+5%	+$1.55K	0.01%	382
2019 Q1	$31K	Hold	172	–	–	0.01%	388
2018 Q4	$29K	Buy	172 +1	+0.6%	+$179	0.01%	354
2018 Q3	$30K	Sell	171 -24	-12%	-$4.25K	0.01%	373
2018 Q2	$33K	Buy	+195	New	+$31K	0.01%	368