EWM
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Evermay Wealth Management’s Simon Property Group SPG Stock Holding History

Evermay Wealth Management’s Portfolio SPG Stock Details SPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$428 – 713
2023
Q4 		$428 Buy
+3
New +$428 ﹤0.01% 575
2015
Q2 		– Hold
0
– – – 87
2015
Q1 		– Hold
0
– – – 82