Kore Private Wealth’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
2022 Q1	–	Sell	-1,982	Closed	-$317K	–	333
2021 Q4	$317K	Sell	1,982 -1,280	-39%	-$195K	0.04%	232
2021 Q3	$424K	Buy	3,262 +326	+11%	+$42.4K	0.04%	262
2021 Q2	$383K	Sell	2,936 -220	-7%	-$27.3K	0.04%	266
2021 Q1	$359K	Buy	+3,156	New	+$329K	0.05%	239
2020 Q3	–	Sell	-834	Closed	-$57K	–	958
2020 Q2	$57K	Sell	834 -73	-8%	-$4.58K	0.01%	431
2020 Q1	$50K	Buy	907 +90	+11%	+$10.8K	0.01%	416
2019 Q4	$122K	Buy	+817	New	+$122K	0.02%	329
2019 Q2	–	Sell	-817	Closed	-$149K	–	699
2019 Q1	$149K	Sell	817 -9	-1%	-$1.6K	0.03%	242
2018 Q4	$139K	Buy	+826	New	+$148K	0.04%	247