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First Ascent Asset Management’s Simon Property Group SPG Stock Holding History

First Ascent Asset Management’s Portfolio SPG Stock Details SPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,935
Closed -$227K – 72
2022
Q4 		$227K Buy
+1,935
New +$227K 0.03% 68