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Delap Wealth Advisory’s Simon Property Group SPG Stock Holding History

Delap Wealth Advisory’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,433
Closed -$204K – 269
2023
Q4 		$204K Buy
+1,433
New +$204K 0.09% 93