Foundations Investment 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
2025 Q2	$3.19M	Buy	19,822 +1,775	+10%	+$285K	0.05%	252
2025 Q1	$3M	Sell	18,047 -13,587	-43%	-$2.26M	0.06%	248
2024 Q4	$5.45M	Buy	31,634 +155	+0.5%	+$26.7K	0.11%	178
2024 Q3	$5.32M	Buy	+31,479	New	+$5.32M	0.11%	157