IBEX Wealth Advisors’s Simon Property Group SPG Stock Holding History

IBEX Wealth Advisors’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$404K	Buy
2023 Q1	$1.26M	Buy
2022 Q1	–	Sell
2021 Q4	$2.62M	Buy
2021 Q3	$1.96M	Buy
2021 Q2	$1.74M	Buy
2021 Q1	$1.46M	Buy
2016 Q4	–	Sell
2016 Q3	$901K	Buy