JWM
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Jessup Wealth Management’s Simon Property Group SPG Stock Holding History

Jessup Wealth Management’s Portfolio SPG Stock Details SPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,192
Closed -$2.61M – 77
2022
Q4 		$2.61M Buy
+22,192
New +$2.61M 1.65% 21