Fortem Financial Group’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
2026 Q1	$2.43M	Buy	13,011 +790	+6%	+$151K	0.61%	51
2025 Q4	$2.26M	Buy	12,221 +362	+3%	+$65.8K	0.6%	50
2025 Q3	$2.23M	Buy	11,859 +418	+4%	+$72.2K	0.64%	46
2025 Q2	$1.84M	Sell	11,441 -388	-3%	-$61.3K	0.59%	51
2025 Q1	$1.96M	Buy	11,829 +230	+2%	+$40.2K	0.76%	36
2024 Q4	$2M	Buy	11,599 +40	+0.3%	+$7.02K	0.77%	31
2024 Q3	$1.95M	Sell	11,559 -9,896	-46%	-$1.57M	0.79%	34
2024 Q2	$3.26M	Sell	21,455 -290	-1%	-$42.7K	1.4%	16
2024 Q1	$3.4M	Buy	21,745 +1,213	+6%	+$178K	1.49%	15
2023 Q4	$2.93M	Sell	20,532 -1,166	-5%	-$141K	1.46%	14
2023 Q3	$2.34M	Sell	21,698 -2,685	-11%	-$314K	1.37%	16
2023 Q2	$2.82M	Buy	24,383 +1,548	+7%	+$169K	1.67%	14
2023 Q1	$2.56M	Buy	22,835 +3,129	+16%	+$374K	1.67%	10
2022 Q4	$2.32M	Sell	19,706 -674	-3%	-$74.9K	1.36%	19
2022 Q3	$1.83M	Sell	20,380 -929	-4%	-$95K	1.27%	16
2022 Q2	$2.02M	Buy	21,309 +7,923	+59%	+$908K	1.33%	13
2022 Q1	$1.76M	Buy	13,386 +7,245	+118%	+$1.03M	0.77%	51
2021 Q4	$981K	Buy	6,141 +389	+7%	+$59.4K	0.45%	78
2021 Q3	$748K	Buy	5,752 +84	+1%	+$10.9K	0.38%	92
2021 Q2	$740K	Buy	+5,668	New	+$705K	0.38%	89