Horan Securities’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
2023 Q3	–	Sell	-119	Closed	-$13.7K	–	576
2023 Q2	$13.7K	Hold	119	–	–	0.01%	354
2023 Q1	$13.3K	Sell	119 -29	-20%	-$3.46K	0.01%	347
2022 Q4	$17.4K	Buy	148 +28	+23%	+$3.11K	0.01%	310
2022 Q3	$11K	Sell	120 -5	-4%	-$511	0.01%	344
2022 Q2	$12K	Buy	125 +7	+6%	+$802	0.01%	304
2022 Q1	$15K	Sell	118 -13	-10%	-$1.85K	0.01%	282
2021 Q4	$21K	Buy	+131	New	+$20K	0.01%	243
2021 Q2	$17K	Buy	134 +109	+436%	+$13.5K	0.01%	246
2021 Q1	$3K	Sell	25 -3	-11%	-$313	﹤0.01%	356
2020 Q4	$2K	Buy	+28	New	+$2.14K	﹤0.01%	366
2020 Q3	–	Sell	-12	Closed	-$1K	–	384
2020 Q2	$1K	Buy	+12	New	+$753	﹤0.01%	304