LW
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Linscomb Wealth’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,089
Closed -$279K 367
2020
Q1
$279K Sell
5,089
-19,260
-79% -$1.06M 0.02% 337
2019
Q4
$3.63M Buy
+24,349
New +$3.63M 0.24% 79