EnRich Financial Partners’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-123	Closed	-$20.8K	–	227
2024 Q3	$20.8K	Sell	123 -15	-11%	-$2.54K	0.01%	134
2024 Q2	$20.9K	Sell	138 -7	-5%	-$1.06K	0.01%	134
2024 Q1	$22.7K	Buy	+145	New	+$22.7K	0.01%	119