Connecticut Wealth Management’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,966	Closed	-$220K	–	272
2023 Q1	$220K	Buy	+1,966	New	+$220K	0.02%	235
2022 Q1	–	Sell	-1,326	Closed	-$212K	–	206
2021 Q4	$212K	Buy	+1,326	New	+$212K	0.02%	191