GoalVest Advisory’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2	Closed	-$216	–	479
2023 Q3	$216	Buy	+2	New	+$216	﹤0.01%	470
2022 Q2	–	Sell	-36	Closed	-$5K	–	518
2022 Q1	$5K	Buy	+36	New	+$5K	﹤0.01%	274