Cape Investment Advisory’s Simon Property Group SPG Stock Holding History

Cape Investment Advisory’s Portfolio SPG Stock Details SPG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$20K	Buy
2025 Q1	$20.5K	Buy
2024 Q4	$2.41K	Buy
2024 Q3	$1.01K	Hold
2024 Q2	$911	Hold
2024 Q1	$939	Sell
2023 Q4	$28.2K	Buy
2023 Q3	$648	Hold
2023 Q2	$693	Hold
2023 Q1	$672	Buy