Cornerstone 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
2026 Q1	$291K	Buy	1,559 +4	+0.3%	+$763	0.01%	584
2025 Q4	$288K	Sell	1,555 -102	-6%	-$18.5K	0.02%	561
2025 Q3	$311K	Buy	1,657 +20	+1%	+$3.45K	0.02%	514
2025 Q2	$263K	Buy	1,637 +10	+0.6%	+$1.58K	0.02%	546
2025 Q1	$270K	Buy	1,627 +4	+0.2%	+$699	0.02%	501
2024 Q4	$280K	Sell	1,623 -47	-3%	-$8.25K	0.02%	482
2024 Q3	$282K	Sell	1,670 -141	-8%	-$22.3K	0.02%	471
2024 Q2	$275K	Buy	1,811 +139	+8%	+$20.5K	0.02%	451
2024 Q1	$262K	Buy	1,672 +4	+0.2%	+$587	0.02%	462
2023 Q4	$238K	Buy	+1,668	New	+$202K	0.02%	464
2019 Q2	–	Sell	-565	Closed	-$215K	–	485
2019 Q1	$215K	Buy	+565	New	+$100K	0.03%	472
2018 Q4	–	Sell	-36,975	Closed	-$230K	–	1032
2018 Q3	$230K	Sell	36,975 -28,945	-44%	-$5.12M	﹤0.01%	1154
2018 Q2	$388K	Buy	+65,920	New	+$10.5M	﹤0.01%	1092