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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Buy	1,575 +147	+10%	+$23.6K	0.03%	271
2025 Q1	$237K	Sell	1,428 -39	-3%	-$6.48K	0.04%	266
2024 Q4	$253K	Sell	1,467 -1	-0.1%	-$172	0.04%	262
2024 Q3	$248K	Buy	+1,468	New	+$248K	0.04%	254