Financial Synergies Wealth Advisors’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 Q2	–	Sell	-7	Closed	-$1.1K	–	412
2024 Q1	$1.1K	Buy	+7	New	+$1.1K	﹤0.01%	396
2023 Q4	–	Sell	-7	Closed	-$757	–	540
2023 Q3	$757	Buy	+7	New	+$757	﹤0.01%	414