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Jacobson & Schmitt Advisors’s Simon Property Group SPG Stock Holding History

Jacobson & Schmitt Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,200
Closed -$207K – 76
2024
Q4 		$207K Hold
1,200
– – 0.04% 77
2024
Q3 		$203K Buy
+1,200
New +$203K 0.04% 74