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Fulcrum Capital’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
2,692
+85
+3% +$13.7K 0.09% 67
2025
Q1
$433K Buy
2,607
+361
+16% +$60K 0.1% 67
2024
Q4
$387K Buy
+2,246
New +$387K 0.08% 80