Focused Wealth Management’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-114	Closed	-$16.3K	–	854
2023 Q4	$16.3K	Buy	114 +1	+0.9%	+$121	﹤0.01%	471
2023 Q3	$12.2K	Sell	113 -10	-8%	-$1.17K	﹤0.01%	492
2023 Q2	$14.2K	Buy	123 +26	+27%	+$2.83K	﹤0.01%	486
2023 Q1	$10.8K	Buy	97 +6	+7%	+$716	﹤0.01%	527
2022 Q4	$10.6K	Buy	91 +11	+14%	+$1.22K	﹤0.01%	520
2022 Q3	$7K	Buy	80 +12	+18%	+$1.23K	﹤0.01%	568
2022 Q2	$6K	Sell	68 -1,999	-97%	-$229K	﹤0.01%	596
2022 Q1	$272K	Buy	2,067 +1	+0%	+$142	0.04%	127
2021 Q4	$330K	Hold	2,066	–	–	0.05%	120
2021 Q3	$268K	Buy	2,066 +2	+0.1%	+$260	0.04%	142
2021 Q2	$269K	Buy	2,064 +1	+0%	+$124	0.04%	141
2021 Q1	$235K	Buy	2,063 +1	+0%	+$104	0.04%	154
2020 Q4	$176K	Buy	2,062 +2,001	+3,280%	+$153K	0.03%	165
2020 Q3	$4K	Buy	61 +1	+2%	+$66	﹤0.01%	646
2020 Q2	$4K	Buy	+60	New	+$3.76K	﹤0.01%	619
2015 Q2	–	Sell	-156	Closed	-$31K	–	702
2015 Q1	$31K	Hold	156	–	–	0.02%	260
2014 Q4	$28K	Hold	156	–	–	0.02%	263
2014 Q3	$26K	Hold	156	–	–	0.02%	284
2014 Q2	$26K	Sell	156 -10	-6%	-$1.63K	0.02%	274
2014 Q1	$26K	Hold	166	–	–	0.02%	251
2013 Q4	$24K	Hold	166	–	–	0.02%	267
2013 Q3	$23K	Buy	+166	New	+$24.1K	0.02%	260