CT
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Coastline Trust’s Simon Property Group SPG Stock Holding History

Coastline Trust’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,750
Closed -$230K – 329
2022
Q1 		$230K Sell
1,750
-750
-30% -$107K 0.03% 306
2021
Q4 		$399K Hold
2,500
– – 0.05% 262
2021
Q3 		$325K Hold
2,500
– – 0.04% 280
2021
Q2 		$326K Hold
2,500
– – 0.04% 278
2021
Q1 		$284K Buy
+2,500
New +$261K 0.04% 294

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